ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 12,465 Value ($000) $4,655 Avg Close — Range —
Q3 2025
Shares 12,467 Value ($000) $4,557 Avg Close — Range —
Q2 2025
Shares 13,765 Value ($000) $4,674 Avg Close — Range —
Q1 2025
Shares 10,104 Value ($000) $3,099 Avg Close — Range —
Q4 2024
Shares 14,176 Value ($000) $4,567 Avg Close — Range —
Q3 2024
Shares 14,582 Value ($000) $4,584 Avg Close — Range —
Q2 2024
Shares 21,858 Value ($000) $6,504 Avg Close — Range —
Q1 2024
Shares 23,240 Value ($000) $6,459 Avg Close — Range —
Q4 2023
Shares 21,101 Value ($000) $5,534 Avg Close — Range —
Q3 2023
Shares 20,375 Value ($000) $4,786 Avg Close — Range —
Q2 2023
Shares 20,626 Value ($000) $5,027 Avg Close — Range —
Q1 2023
Shares 23,026 Value ($000) $5,186 Avg Close — Range —
Q4 2022
Shares 21,953 Value ($000) $4,622 Avg Close — Range —
Q3 2022
Shares 21,054 Value ($000) $4,155 Avg Close — Range —
Q2 2022
Shares 21,039 Value ($000) $4,371 Avg Close — Range —
Q1 2022
Shares 23,611 Value ($000) $5,904 Avg Close — Range —
Q4 2021
Shares 21,608 Value ($000) $5,714 Avg Close — Range —
Q3 2021
Shares 21,632 Value ($000) $5,229 Avg Close — Range —
Q2 2021
Shares 22,188 Value ($000) $5,371 Avg Close — Range —
Q1 2021
Shares 22,385 Value ($000) $5,010 Avg Close — Range —
Q4 2020
Shares 22,774 Value ($000) $4,824 Avg Close — Range —
Q3 2020
Shares 22,756 Value ($000) $4,259 Avg Close — Range —
Q2 2020
Shares 23,056 Value ($000) $3,958 Avg Close — Range —
Q1 2020
Shares 23,369 Value ($000) $3,574 Avg Close — Range —
Q4 2019
Shares 24,325 Value ($000) $4,340 Avg Close — Range —
Q3 2019
Shares 24,652 Value ($000) $4,056 Avg Close — Range —
Q2 2019
Shares 25,163 Value ($000) $4,096 Avg Close — Range —
Q1 2019
Shares 26,578 Value ($000) $4,181 Avg Close — Range —
Q4 2018
Shares 29,207 Value ($000) $4,051 Avg Close — Range —
Q3 2018
Shares 29,186 Value ($000) $4,385 Avg Close — Range —
Q2 2018
Shares 29,627 Value ($000) $4,655 Avg Close — Range —
Q1 2018
Shares 26,286 Value ($000) $3,860 Avg Close — Range —
Q4 2017
Shares 25,742 Value ($000) $3,825 Avg Close — Range —
Q3 2017
Shares 24,442 Value ($000) $3,419 Avg Close — Range —