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Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in ISHARES RUSSELL 2000 ETF ETF

Sequoia Financial Advisors, LLC holds 47,496 shares of IWM (ISHARES RUSSELL 2000 ETF ETF), worth $14.3M as of 2026-Q2. The position was increased (+0.2% shares). IWM represents 0.1% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$14.3M

Current Shares

47,496

Total Value Change

+$1.3M

Total Shares Change

-11,337

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
47,496
+0.2%
$14.3M0.1%$300.45
28
2026-Q1
Increased
47,383
+7.4%
$11.8M0.1%$259.24
30
2025-Q4
Decreased
44,128
-5.9%
$10.9M0.1%$248.03
0
2025-Q3
Decreased
46,884
-11.5%
$11.3M0.1%$240.81
0
2025-Q2
Decreased
52,951
-5.3%
$11.4M0.1%$214.15
0
2025-Q1
Increased
55,942
+0.5%
$11.2M0.1%$198.67
28
2024-Q4
Decreased
55,686
-5.3%
$12.3M0.1%$218.23
0
2024-Q3
Decreased
58,833
-0.7%
$13M0.1%$217.23
0

Other major holders of IWM: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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