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
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 |
| 705,455 |
+2.3% |
| $87.7M |
| 0.5% |
| $129.20 |
36 |
| 2025-Q4 | 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 |