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
Other major holders of IUSV: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 695,650 |
+0.1% |
| $71.1M |
| 0.4% |
| $106.53 |
35 |
| 2025-Q4 | Increased | 695,290 | +8501.9% | $71.3M | 0.4% | $103.32 | 57 |
| 2025-Q3 | Increased | 8,083 | +12.9% | $807,893 | 0.0% | $99.13 | 28 |
| 2025-Q2 | Decreased | 7,161 | -48.4% | $677,608 | 0.0% | $93.26 | 0 |
| 2025-Q1 | Decreased | 13,864 | -0.7% | $1.3M | 0.0% | $90.08 | 0 |
| 2024-Q4 | Decreased | 13,961 | -0.4% | $1.3M | 0.0% | $90.79 | 0 |
| 2024-Q3 | Increased | 14,023 | +0.6% | $1.3M | 0.0% | $92.83 | 25 |
| 2024-Q2 | Decreased | 13,934 | -4.4% | $1.2M | 0.0% | $85.47 | 0 |