ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 14,607 Value ($000) $5,651 Avg Close Range
Q3 2025
Shares 14,417 Value ($000) $5,463 Avg Close Range
Q2 2025
Shares 14,414 Value ($000) $5,059 Avg Close Range
Q1 2025
Shares 14,316 Value ($000) $4,547 Avg Close Range
Q4 2024
Shares 14,316 Value ($000) $4,785 Avg Close Range
Q3 2024
Shares 14,295 Value ($000) $4,671 Avg Close Range
Q2 2024
Shares 14,295 Value ($000) $4,412 Avg Close Range
Q1 2024
Shares 14,545 Value ($000) $4,206 Avg Close Range
Q4 2023
Shares 14,545 Value ($000) $3,982 Avg Close Range
Q3 2023
Shares 14,343 Value ($000) $3,515 Avg Close Range
Q1 2021
Shares 388 Value ($000) $92 Avg Close Range
Q4 2020
Shares 388 Value ($000) $87 Avg Close Range
Q3 2020
Shares 122 Value ($000) $24 Avg Close Range
Q2 2020
Shares 144 Value ($000) $26 Avg Close Range
Q1 2020
Shares 164 Value ($000) $26 Avg Close Range
Q4 2019
Shares 164 Value ($000) $31 Avg Close Range
Q3 2019
Shares 164 Value ($000) $28 Avg Close Range
Q2 2019
Shares 164 Value ($000) $28 Avg Close Range
Q1 2019
Shares 164 Value ($000) $27 Avg Close Range
Q4 2018
Shares 122 Value ($000) $18 Avg Close Range
Q3 2018
Shares 122 Value ($000) $19 Avg Close Range
Q2 2018
Shares 45 Value ($000) $8 Avg Close Range
Q1 2018
Shares 45 Value ($000) $7 Avg Close Range
Q4 2017
Shares 45 Value ($000) $7 Avg Close Range
Q3 2017
Shares 45 Value ($000) $7 Avg Close Range