ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 36,082 Value ($000) $4,447 Avg Close — Range —
Q3 2025
Shares 37,726 Value ($000) $4,554 Avg Close — Range —
Q2 2025
Shares 34,238 Value ($000) $3,770 Avg Close — Range —
Q1 2025
Shares 32,342 Value ($000) $3,002 Avg Close — Range —
Q4 2024
Shares 32,154 Value ($000) $3,265 Avg Close — Range —
Q3 2024
Shares 32,007 Value ($000) $3,065 Avg Close — Range —
Q2 2024
Shares 31,569 Value ($000) $2,921 Avg Close — Range —
Q1 2024
Shares 30,268 Value ($000) $2,464 Avg Close — Range —
Q4 2023
Shares 29,002 Value ($000) $2,178 Avg Close — Range —
Q3 2023
Shares 29,001 Value ($000) $1,984 Avg Close — Range —
Q2 2023
Shares 29,216 Value ($000) $2,059 Avg Close — Range —
Q1 2023
Shares 29,216 Value ($000) $1,867 Avg Close — Range —
Q4 2022
Shares 29,361 Value ($000) $1,718 Avg Close — Range —
Q3 2022
Shares 29,360 Value ($000) $1,698 Avg Close — Range —
Q2 2022
Shares 29,360 Value ($000) $1,772 Avg Close — Range —
Q1 2022
Shares 30,192 Value ($000) $2,306 Avg Close — Range —
Q4 2021
Shares 29,192 Value ($000) $2,442 Avg Close — Range —
Q3 2021
Shares 28,210 Value ($000) $2,085 Avg Close — Range —
Q2 2021
Shares 28,463 Value ($000) $2,070 Avg Close — Range —
Q1 2021
Shares 28,978 Value ($000) $1,887 Avg Close — Range —
Q4 2020
Shares 29,428 Value ($000) $1,878 Avg Close — Range —
Q3 2020
Shares 6,622 Value ($000) $1,530 Avg Close — Range —
Q2 2020
Shares 7,623 Value ($000) $1,582 Avg Close — Range —
Q1 2020
Shares 7,631 Value ($000) $1,348 Avg Close — Range —
Q4 2019
Shares 7,062 Value ($000) $1,367 Avg Close — Range —
Q3 2019
Shares 7,057 Value ($000) $1,270 Avg Close — Range —
Q2 2019
Shares 7,035 Value ($000) $1,261 Avg Close — Range —
Q1 2019
Shares 6,246 Value ($000) $1,077 Avg Close — Range —
Q4 2018
Shares 6,246 Value ($000) $941 Avg Close — Range —
Q3 2018
Shares 5,907 Value ($000) $962 Avg Close — Range —
Q2 2018
Shares 5,907 Value ($000) $1,007 Avg Close — Range —
Q1 2018
Shares 4,037 Value ($000) $626 Avg Close — Range —
Q4 2017
Shares 4,297 Value ($000) $656 Avg Close — Range —
Q3 2017
Shares 4,037 Value ($000) $579 Avg Close — Range —