ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 4,862 Value ($000) $816 Avg Close — Range —
Q3 2025
Shares 4,876 Value ($000) $802 Avg Close — Range —
Q2 2025
Shares 3,686 Value ($000) $554 Avg Close — Range —
Q1 2025
Shares 3,581 Value ($000) $455 Avg Close — Range —
Q4 2024
Shares 3,416 Value ($000) $476 Avg Close — Range —
Q3 2024
Shares 3,416 Value ($000) $451 Avg Close — Range —
Q2 2024
Shares 3,511 Value ($000) $448 Avg Close — Range —
Q1 2024
Shares 3,613 Value ($000) $408 Avg Close — Range —
Q4 2023
Shares 3,528 Value ($000) $367 Avg Close — Range —
Q3 2023
Shares 13,541 Value ($000) $1,284 Avg Close — Range —
Q1 2020
Shares 25,216 Value ($000) $25 Avg Close — Range —
Q4 2019
Shares 25,242 Value ($000) $27 Avg Close — Range —
Q3 2019
Shares 24,793 Value ($000) $26 Avg Close — Range —