ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 209,492 Value ($000) $20,168 Avg Close — Range —
Q3 2025
Shares 116,226 Value ($000) $11,222 Avg Close — Range —
Q2 2025
Shares 84,387 Value ($000) $7,761 Avg Close — Range —
Q1 2025
Shares 26,080 Value ($000) $2,219 Avg Close — Range —
Q4 2024
Shares 26,433 Value ($000) $2,337 Avg Close — Range —
Q3 2024
Shares 25,371 Value ($000) $2,236 Avg Close — Range —
Q2 2024
Shares 25,344 Value ($000) $2,055 Avg Close — Range —
Q1 2024
Shares 25,898 Value ($000) $2,082 Avg Close — Range —
Q4 2023
Shares 26,151 Value ($000) $2,033 Avg Close — Range —
Q3 2023
Shares 24,854 Value ($000) $1,721 Avg Close — Range —
Q2 2023
Shares 21,498 Value ($000) $1,570 Avg Close — Range —
Q1 2023
Shares 21,282 Value ($000) $1,488 Avg Close — Range —
Q4 2022
Shares 20,897 Value ($000) $1,409 Avg Close — Range —
Q3 2022
Shares 20,836 Value ($000) $1,295 Avg Close — Range —
Q2 2022
Shares 20,836 Value ($000) $1,347 Avg Close — Range —
Q1 2022
Shares 20,834 Value ($000) $1,626 Avg Close — Range —
Q4 2021
Shares 20,832 Value ($000) $1,729 Avg Close — Range —
Q3 2021
Shares 20,830 Value ($000) $1,629 Avg Close — Range —
Q2 2021
Shares 16,936 Value ($000) $1,342 Avg Close — Range —
Q1 2021
Shares 142,504 Value ($000) $10,535 Avg Close — Range —
Q4 2020
Shares 142,503 Value ($000) $9,769 Avg Close — Range —
Q3 2020
Shares 16,932 Value ($000) $972 Avg Close — Range —
Q2 2020
Shares 19,121 Value ($000) $1,025 Avg Close — Range —
Q1 2020
Shares 31,851 Value ($000) $989 Avg Close — Range —
Q4 2019
Shares 31,841 Value ($000) $1,208 Avg Close — Range —
Q3 2019
Shares 31,621 Value ($000) $1,128 Avg Close — Range —
Q2 2019
Shares 20,127 Value ($000) $1,124 Avg Close — Range —
Q1 2019
Shares 17,157 Value ($000) $926 Avg Close — Range —
Q4 2018
Shares 15,701 Value ($000) $730 Avg Close — Range —
Q3 2018
Shares 15,693 Value ($000) $793 Avg Close — Range —
Q2 2018
Shares 6,230 Value ($000) $1,347 Avg Close — Range —
Q1 2018
Shares 3,573 Value ($000) $738 Avg Close — Range —
Q4 2017
Shares 4,589 Value ($000) $955 Avg Close — Range —
Q3 2017
Shares 4,673 Value ($000) $921 Avg Close — Range —