ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 5,768 Value ($000) $543 Avg Close Range
Q3 2025
Shares 4,668 Value ($000) $444 Avg Close Range
Q2 2025
Shares 2,423 Value ($000) $227 Avg Close Range
Q1 2025
Shares 2,418 Value ($000) $226 Avg Close Range
Q4 2024
Shares 2,418 Value ($000) $215 Avg Close Range
Q3 2024
Shares 2,789 Value ($000) $255 Avg Close Range
Q2 2024
Shares 2,457 Value ($000) $206 Avg Close Range
Q1 2024
Shares 2,469 Value ($000) $201 Avg Close Range
Q4 2023
Shares 3,183 Value ($000) $248 Avg Close Range
Q3 2023
Shares 5,464 Value ($000) $395 Avg Close Range
Q2 2023
Shares 5,441 Value ($000) $404 Avg Close Range
Q1 2023
Shares 5,386 Value ($000) $392 Avg Close Range
Q4 2022
Shares 5,404 Value ($000) $390 Avg Close Range
Q3 2022
Shares 4,781 Value ($000) $316 Avg Close Range
Q2 2022
Shares 5,044 Value ($000) $354 Avg Close Range
Q1 2022
Shares 5,724 Value ($000) $444 Avg Close Range
Q4 2021
Shares 5,589 Value ($000) $452 Avg Close Range
Q3 2021
Shares 5,589 Value ($000) $411 Avg Close Range
Q2 2021
Shares 4,922 Value ($000) $362 Avg Close Range
Q1 2021
Shares 4,055 Value ($000) $281 Avg Close Range
Q4 2020
Shares 3,104 Value ($000) $211 Avg Close Range
Q3 2020
Shares 2,194 Value ($000) $140 Avg Close Range
Q2 2020
Shares 7,655 Value ($000) $464 Avg Close Range
Q1 2020
Shares 10,381 Value ($000) $593 Avg Close Range
Q4 2019
Shares 6,603 Value ($000) $433 Avg Close Range
Q3 2019
Shares 2,958 Value ($000) $189 Avg Close Range
Q2 2019
Shares 3,193 Value ($000) $197 Avg Close Range
Q1 2019
Shares 2,958 Value ($000) $174 Avg Close Range
Q4 2018
Shares 3,241 Value ($000) $170 Avg Close Range
Q3 2018
Shares 2,834 Value ($000) $155 Avg Close Range
Q2 2018
Shares 1,260 Value ($000) $70 Avg Close Range
Q1 2018
Shares 1,351 Value ($000) $70 Avg Close Range
Q4 2017
Shares 964 Value ($000) $51 Avg Close Range
Q3 2017
Shares 719 Value ($000) $36 Avg Close Range