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IUSV
Showing 8 of 18 quarters

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

Sequoia Financial Advisors, LLC holds 695,650 shares of IUSV (ISHARES TR), worth $71.1M as of 2026-Q1. The position was increased (+0.1% shares). IUSV represents 0.4% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$71.1M

Current Shares

695,650

Total Value Change

+$69.9M

Total Shares Change

+681,716

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
695,650
+0.1%
$71.1M0.4%$106.53
35
2025-Q4
Increased
695,290
+8501.9%
$71.3M0.4%$103.32
57
2025-Q3
Increased
8,083
+12.9%
$807,8930.0%$99.13
28
2025-Q2
Decreased
7,161
-48.4%
$677,6080.0%$93.26
0
2025-Q1
Decreased
13,864
-0.7%
$1.3M0.0%$90.08
0
2024-Q4
Decreased
13,961
-0.4%
$1.3M0.0%$90.79
0
2024-Q3
Increased
14,023
+0.6%
$1.3M0.0%$92.83
25
2024-Q2
Decreased
13,934
-4.4%
$1.2M0.0%$85.47
0

Other major holders of IUSV: BANK OF AMERICA CORP /DE/

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