How many shares of IJR does Sequoia Financial Advisors, LLC own?

As of 2026-Q2, Sequoia Financial Advisors, LLC holds 733,683 shares of IJR (ISHARES CORE S&P SMALL-CAP ETF ETF).

What is Sequoia Financial Advisors, LLC's IJR position worth?

As of 2026-Q2, Sequoia Financial Advisors, LLC's IJR position is worth $108.8M.

Is Sequoia Financial Advisors, LLC buying or selling IJR?

In 2026-Q2, Sequoia Financial Advisors, LLC increased their IJR position (+4.0% change in shares).

When did Sequoia Financial Advisors, LLC first buy IJR?

Based on available 13F filings, Sequoia Financial Advisors, LLC first reported a position in IJR in 2019-Q1. They have held the position across 30 quarters.

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Sequoia Financial Advisors, LLC

IJR
30 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in ISHARES CORE S&P SMALL-CAP ETF ETF

Current Value

$108.8M

Current Shares

733,683

Total Value Change

+$107.3M

Total Shares Change

+714,352

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	733,683	+4.0%	$108.8M	0.5%	$148.31	44
2026-Q1	Increased	705,455	+2.3%	$87.7M	0.5%	$123.94	36
2025-Q4	Increased	689,326	+19.9%	$82.8M	0.5%	$119.63	42
2025-Q3	Decreased	575,028	-44.1%	$68.3M	0.4%	$117.74	0
2025-Q2	Increased	1M	+8.3%	$112.4M	0.8%	$107.88	46
2025-Q1	Increased	949,474	+1.5%	$99.3M	0.8%	$102.84	43
2024-Q4	Increased	935,681	+7.7%	$107.8M	1.0%	$112.97	51
2024-Q3	Increased	868,939	+3.3%	$101.6M	1.1%	$113.62	49
2024-Q2	Increased	841,353	+5.6%	$89.7M	1.1%	$103.63	50
2024-Q1	Increased	796,980	+2.2%	$88.1M	1.1%	$107.00	48
2023-Q4	Increased	780,095	+10.3%	$84.4M	1.0%	$104.48	52
2023-Q3	Increased	707,287	+2.6%	$66.7M	1.2%	$90.81	48
2023-Q2	Increased	689,368	+7.0%	$68.7M	1.2%	$95.03	50
2023-Q1	Increased	644,387	+5.1%	$62.3M	1.4%	$91.88	49
2022-Q4	Increased	613,289	+22.4%	$58M	1.4%	$90.02	56
2022-Q3	Decreased	501,010	-0.5%	$43.7M	1.4%	$82.21	0
2022-Q2	Increased	503,707	+446.6%	$46.6M	1.3%	$86.68	74
2022-Q1	Increased	92,148	+18.3%	$9.9M	0.2%	$100.90	39
2021-Q4	Increased	77,864	+3091.2%	$8.9M	0.2%	$106.93	53
2021-Q3	Decreased	2,440	-91.0%	$266,000	0.0%	$101.30	0
2021-Q2	Increased	26,976	+8.0%	$3M	0.1%	$104.34	34
2021-Q1	Increased	24,989	+10.6%	$2.7M	0.1%	$100.01	35
2020-Q4	Increased	22,600	+7.0%	$2.1M	0.1%	$84.47	28
2020-Q3	Increased	21,116	+10.6%	$1.5M	0.1%	$64.37	28
2020-Q2	Decreased	19,091	-5.1%	$1.3M	0.1%	$62.34	0
2020-Q1	Decreased	20,109	-5.3%	$1.1M	0.1%	$51.04	0
2019-Q4	Increased	21,239	+2.9%	$1.8M	0.1%	$76.03	32
2019-Q3	Increased	20,647	+2.7%	$1.6M	0.1%	$70.40	31
2019-Q2	Increased	20,100	+4.0%	$1.6M	0.1%	$70.59	32
2019-Q1	New	19,331	-	$1.5M	0.1%	$69.34	42

Other major holders of IJR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

IJR30 quarters

IJR
30 quarters