ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,929 Value ($000) $2,071 Avg Close — Range —
Q3 2025
Shares 14,337 Value ($000) $2,088 Avg Close — Range —
Q2 2025
Shares 15,359 Value ($000) $2,074 Avg Close — Range —
Q1 2025
Shares 14,681 Value ($000) $1,791 Avg Close — Range —
Q4 2024
Shares 14,611 Value ($000) $1,879 Avg Close — Range —
Q3 2024
Shares 17,397 Value ($000) $2,185 Avg Close — Range —
Q2 2024
Shares 16,904 Value ($000) $2,008 Avg Close — Range —
Q1 2024
Shares 16,911 Value ($000) $1,880 Avg Close — Range —
Q4 2023
Shares 19,622 Value ($000) $2,065 Avg Close — Range —
Q3 2023
Shares 19,396 Value ($000) $1,827 Avg Close — Range —
Q2 2023
Shares 22,925 Value ($000) $2,243 Avg Close — Range —
Q1 2023
Shares 19,152 Value ($000) $1,734 Avg Close — Range —
Q4 2022
Shares 19,265 Value ($000) $1,634 Avg Close — Range —
Q3 2022
Shares 16,710 Value ($000) $1,329 Avg Close — Range —
Q2 2022
Shares 15,522 Value ($000) $1,300 Avg Close — Range —
Q1 2022
Shares 15,656 Value ($000) $1,580 Avg Close — Range —
Q4 2021
Shares 11,579 Value ($000) $1,239 Avg Close — Range —
Q3 2021
Shares 11,451 Value ($000) $1,127 Avg Close — Range —
Q2 2021
Shares 11,544 Value ($000) $1,140 Avg Close — Range —
Q1 2021
Shares 9,312 Value ($000) $853 Avg Close — Range —
Q4 2020
Shares 9,311 Value ($000) $803 Avg Close — Range —
Q3 2020
Shares 9,308 Value ($000) $703 Avg Close — Range —
Q2 2020
Shares 13,357 Value ($000) $927 Avg Close — Range —
Q1 2020
Shares 12,872 Value ($000) $795 Avg Close — Range —
Q4 2019
Shares 13,415 Value ($000) $975 Avg Close — Range —
Q3 2019
Shares 8,933 Value ($000) $599 Avg Close — Range —
Q2 2019
Shares 9,466 Value ($000) $631 Avg Close — Range —
Q1 2019
Shares 8,692 Value ($000) $560 Avg Close — Range —
Q4 2018
Shares 8,691 Value ($000) $493 Avg Close — Range —
Q3 2018
Shares 8,810 Value ($000) $544 Avg Close — Range —
Q2 2018
Shares 8,798 Value ($000) $571 Avg Close — Range —
Q1 2018
Shares 3,684 Value ($000) $223 Avg Close — Range —
Q4 2017
Shares 3,815 Value ($000) $233 Avg Close — Range —
Q3 2017
Shares 3,687 Value ($000) $212 Avg Close — Range —