ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 3,903 Value ($000) $303 Avg Close Range
Q3 2025
Shares 5,078 Value ($000) $390 Avg Close Range
Q2 2025
Shares 6,198 Value ($000) $450 Avg Close Range
Q1 2025
Shares 5,264 Value ($000) $334 Avg Close Range
Q4 2024
Shares 5,646 Value ($000) $343 Avg Close Range
Q3 2024
Shares 7,396 Value ($000) $501 Avg Close Range
Q2 2024
Shares 5,668 Value ($000) $349 Avg Close Range
Q1 2024
Shares 5,240 Value ($000) $321 Avg Close Range
Q4 2023
Shares 6,030 Value ($000) $373 Avg Close Range
Q3 2023
Shares 7,486 Value ($000) $423 Avg Close Range
Q2 2023
Shares 6,659 Value ($000) $393 Avg Close Range
Q1 2023
Shares 5,527 Value ($000) $329 Avg Close Range
Q4 2022
Shares 5,535 Value ($000) $313 Avg Close Range
Q3 2022
Shares 5,852 Value ($000) $285 Avg Close Range
Q2 2022
Shares 5,852 Value ($000) $319 Avg Close Range
Q1 2022
Shares 5,162 Value ($000) $342 Avg Close Range
Q4 2021
Shares 5,067 Value ($000) $370 Avg Close Range
Q3 2021
Shares 5,664 Value ($000) $421 Avg Close Range
Q2 2021
Shares 3,757 Value ($000) $279 Avg Close Range
Q1 2021
Shares 109,019 Value ($000) $7,832 Avg Close Range
Q4 2020
Shares 109,020 Value ($000) $7,452 Avg Close Range
Q3 2020
Shares 3,913 Value ($000) $231 Avg Close Range
Q2 2020
Shares 3,927 Value ($000) $211 Avg Close Range
Q1 2020
Shares 3,686 Value ($000) $174 Avg Close Range
Q4 2019
Shares 3,573 Value ($000) $223 Avg Close Range
Q3 2019
Shares 3,520 Value ($000) $201 Avg Close Range
Q2 2019
Shares 3,519 Value ($000) $202 Avg Close Range
Q1 2019
Shares 3,434 Value ($000) $197 Avg Close Range
Q4 2018
Shares 3,434 Value ($000) $178 Avg Close Range
Q3 2018
Shares 3,091 Value ($000) $174 Avg Close Range
Q2 2018
Shares 3,091 Value ($000) $189 Avg Close Range
Q1 2018
Shares 536 Value ($000) $35 Avg Close Range
Q4 2017
Shares 51 Value ($000) $3 Avg Close Range
Q3 2017
Shares 23 Value ($000) $1 Avg Close Range