Position history for Sequoia Financial Advisors, LLC's holdings in ISHARES TR
Sequoia Financial Advisors, LLC holds 689,326 shares of IJR (ISHARES TR), worth $82.8M as of 2025-Q4. The position was increased (++19.9% shares). IJR represents 0.5% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$82.8M
Current Shares
689,326
Total Value Change
-$6.9M
Total Shares Change
-152,027
Other major holders of IJR: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC
Increased |
| 689,326 |
+19.9% |
| $82.8M |
| 0.5% |
| $121.69 |
42 |
| 2025-Q3 | Decreased | 575,028 | -44.1% | $68.3M | 0.4% | $118.03 | 0 |
| 2025-Q2 | Increased | 1M | +8.3% | $112.4M | 0.8% | $108.58 | 46 |
| 2025-Q1 | Increased | 949,474 | +1.5% | $99.3M | 0.8% | $102.76 | 43 |
| 2024-Q4 | Increased | 935,681 | +7.7% | $107.8M | 1.0% | $113.25 | 51 |
| 2024-Q3 | Increased | 868,939 | +3.3% | $101.6M | 1.1% | $113.75 | 49 |
| 2024-Q2 | Increased | 841,353 | +5.6% | $89.7M | 1.1% | $103.63 | 50 |