ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

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

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

Q4 2025
Shares 9,982 Value ($000) $309 Avg Close Range
Q3 2025
Shares 10,233 Value ($000) $324 Avg Close Range
Q2 2025
Shares 10,056 Value ($000) $309 Avg Close Range
Q1 2025
Shares 9,774 Value ($000) $300 Avg Close Range
Q4 2024
Shares 9,480 Value ($000) $298 Avg Close Range
Q3 2024
Shares 8,728 Value ($000) $290 Avg Close Range
Q3 2023
Shares 8,787 Value ($000) $265 Avg Close Range
Q1 2021
Shares 1,207 Value ($000) $46 Avg Close Range
Q4 2020
Shares 907 Value ($000) $35 Avg Close Range
Q3 2020
Shares 1,050 Value ($000) $38 Avg Close Range
Q2 2020
Shares 4,729 Value ($000) $164 Avg Close Range
Q1 2020
Shares 3,509 Value ($000) $119 Avg Close Range
Q4 2019
Shares 3,351 Value ($000) $126 Avg Close Range
Q3 2019
Shares 2,833 Value ($000) $106 Avg Close Range
Q2 2019
Shares 2,743 Value ($000) $101 Avg Close Range
Q1 2019
Shares 1,981 Value ($000) $72 Avg Close Range
Q4 2018
Shares 1,176 Value ($000) $40 Avg Close Range
Q3 2018
Shares 1,176 Value ($000) $43 Avg Close Range
Q2 2018
Shares 1,676 Value ($000) $63 Avg Close Range
Q1 2018
Shares 1,629 Value ($000) $61 Avg Close Range
Q4 2017
Shares 29 Value ($000) $1 Avg Close Range
Q3 2017
Shares 53 Value ($000) $2 Avg Close Range