ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q4 2025
Shares 5,286 Value ($000) $496 Avg Close — Range —
Q3 2025
Shares 5,313 Value ($000) $516 Avg Close — Range —
Q2 2025
Shares 5,857 Value ($000) $555 Avg Close — Range —
Q1 2025
Shares 5,855 Value ($000) $561 Avg Close — Range —
Q4 2024
Shares 6,146 Value ($000) $572 Avg Close — Range —
Q3 2024
Shares 6,213 Value ($000) $633 Avg Close — Range —
Q2 2024
Shares 6,563 Value ($000) $576 Avg Close — Range —
Q1 2024
Shares 6,559 Value ($000) $548 Avg Close — Range —
Q4 2023
Shares 7,052 Value ($000) $645 Avg Close — Range —
Q3 2023
Shares 7,406 Value ($000) $579 Avg Close — Range —
Q2 2023
Shares 7,281 Value ($000) $630 Avg Close — Range —
Q1 2023
Shares 6,560 Value ($000) $557 Avg Close — Range —
Q4 2022
Shares 6,740 Value ($000) $567 Avg Close — Range —
Q3 2022
Shares 5,906 Value ($000) $481 Avg Close — Range —
Q2 2022
Shares 6,350 Value ($000) $584 Avg Close — Range —
Q1 2022
Shares 5,898 Value ($000) $638 Avg Close — Range —
Q4 2021
Shares 5,903 Value ($000) $686 Avg Close — Range —
Q3 2021
Shares 5,880 Value ($000) $602 Avg Close — Range —
Q2 2021
Shares 5,880 Value ($000) $599 Avg Close — Range —
Q1 2021
Shares 5,880 Value ($000) $541 Avg Close — Range —
Q4 2020
Shares 5,880 Value ($000) $504 Avg Close — Range —
Q3 2020
Shares 5,880 Value ($000) $469 Avg Close — Range —
Q2 2020
Shares 6,077 Value ($000) $479 Avg Close — Range —
Q1 2020
Shares 5,922 Value ($000) $467 Avg Close — Range —
Q4 2019
Shares 5,150 Value ($000) $479 Avg Close — Range —
Q3 2019
Shares 5,150 Value ($000) $482 Avg Close — Range —
Q2 2019
Shares 5,283 Value ($000) $461 Avg Close — Range —
Q1 2019
Shares 5,435 Value ($000) $473 Avg Close — Range —
Q4 2018
Shares 5,002 Value ($000) $375 Avg Close — Range —
Q3 2018
Shares 5,037 Value ($000) $393 Avg Close — Range —
Q2 2018
Shares 5,037 Value ($000) $407 Avg Close — Range —
Q1 2018
Shares 5,037 Value ($000) $380 Avg Close — Range —
Q4 2017
Shares 5,037 Value ($000) $408 Avg Close — Range —
Q3 2017
Shares 5,932 Value ($000) $474 Avg Close — Range —