ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 2,213,376 Value ($000) $243,718 Avg Close — Range —
Q3 2025
Shares 2,302,241 Value ($000) $271,135 Avg Close — Range —
Q2 2025
Shares 2,267,439 Value ($000) $245,566 Avg Close — Range —
Q1 2025
Shares 2,221,754 Value ($000) $220,201 Avg Close — Range —
Q4 2024
Shares 2,131,099 Value ($000) $232,173 Avg Close — Range —
Q3 2024
Shares 2,093,376 Value ($000) $227,545 Avg Close — Range —
Q2 2024
Shares 1,988,823 Value ($000) $199,758 Avg Close — Range —
Q1 2024
Shares 1,909,851 Value ($000) $189,026 Avg Close — Range —
Q4 2023
Shares 1,775,386 Value ($000) $180,796 Avg Close — Range —
Q3 2023
Shares 1,758,799 Value ($000) $150,010 Avg Close — Range —
Q2 2023
Shares 1,663,420 Value ($000) $152,355 Avg Close — Range —
Q1 2023
Shares 1,561,141 Value ($000) $139,166 Avg Close — Range —
Q4 2022
Shares 1,489,248 Value ($000) $130,397 Avg Close — Range —
Q3 2022
Shares 1,435,495 Value ($000) $115,455 Avg Close — Range —
Q2 2022
Shares 1,273,916 Value ($000) $115,830 Avg Close — Range —
Q1 2022
Shares 1,217,965 Value ($000) $128,154 Avg Close — Range —
Q4 2021
Shares 1,086,150 Value ($000) $124,375 Avg Close — Range —
Q3 2021
Shares 1,030,876 Value ($000) $112,564 Avg Close — Range —
Q2 2021
Shares 999,509 Value ($000) $112,924 Avg Close — Range —
Q1 2021
Shares 980,142 Value ($000) $106,375 Avg Close — Range —
Q4 2020
Shares 984,481 Value ($000) $90,474 Avg Close — Range —
Q3 2020
Shares 952,318 Value ($000) $66,881 Avg Close — Range —
Q2 2020
Shares 950,457 Value ($000) $64,140 Avg Close — Range —
Q1 2020
Shares 890,486 Value ($000) $53,689 Avg Close — Range —
Q4 2019
Shares 727,533 Value ($000) $60,164 Avg Close — Range —
Q3 2019
Shares 673,025 Value ($000) $51,625 Avg Close — Range —
Q2 2019
Shares 592,453 Value ($000) $46,378 Avg Close — Range —
Q1 2019
Shares 517,551 Value ($000) $39,929 Avg Close — Range —
Q4 2018
Shares 417,853 Value ($000) $28,966 Avg Close — Range —
Q3 2018
Shares 395,559 Value ($000) $30,874 Avg Close — Range —
Q2 2018
Shares 295,574 Value ($000) $25,669 Avg Close — Range —
Q1 2018
Shares 122,077 Value ($000) $9,401 Avg Close — Range —
Q4 2017
Shares 95,510 Value ($000) $7,336 Avg Close — Range —
Q3 2017
Shares 58,451 Value ($000) $4,338 Avg Close — Range —