Back to Sequoia Financial Advisors, LLC

IJR
Showing 8 of 29 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in ISHARES TR

Sequoia Financial Advisors, LLC holds 705,455 shares of IJR (ISHARES TR), worth $87.7M as of 2026-Q1. The position was increased (+2.3% shares). IJR represents 0.5% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$87.7M

Current Shares

705,455

Total Value Change

-$2M

Total Shares Change

-135,898

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
705,455
+2.3%
$87.7M0.5%$129.20
36
2025-Q4
Increased
689,326
+19.9%
$82.8M0.5%$121.69
42
2025-Q3
Decreased
575,028
-44.1%
$68.3M0.4%$118.03
0
2025-Q2
Increased
1M
+8.3%
$112.4M0.8%$108.58
46
2025-Q1
Increased
949,474
+1.5%
$99.3M0.8%$102.76
43
2024-Q4
Increased
935,681
+7.7%
$107.8M1.0%$113.25
51
2024-Q3
Increased
868,939
+3.3%
$101.6M1.1%$113.75
49
2024-Q2
Increased
841,353
+5.6%
$89.7M1.1%$103.63
50

Other major holders of IJR: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used