iShares S&P SmallCap 600 Index shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $228M | 2.1M | 108.70 |
| 2024-06-30 | $200M | 2.0M | 100.44 |
| 2024-03-31 | $195M | 1.9M | 103.69 |
| 2023-12-31 | $181M | 1.8M | 101.83 |
| 2023-09-30 | $150M | 1.8M | 85.29 |
| 2023-06-30 | $152M | 1.7M | 91.59 |
| 2023-03-31 | $139M | 1.6M | 89.14 |
| 2022-12-31 | $130M | 1.5M | 87.56 |
| 2022-09-30 | $116M | 1.4M | 80.43 |
| 2022-06-30 | $116M | 1.3M | 90.92 |
| 2022-03-31 | $128M | 1.2M | 105.22 |
| 2021-12-31 | $124M | 1.1M | 114.51 |
| 2021-09-30 | $113M | 1.0M | 109.19 |
| 2021-06-30 | $113M | 1000k | 112.98 |
| 2021-03-31 | $106M | 980k | 108.53 |
| 2020-12-31 | $91M | 985k | 91.90 |
| 2020-09-30 | $67M | 952k | 70.23 |
| 2020-06-30 | $64M | 952k | 67.48 |
| 2020-03-31 | $54M | 891k | 60.29 |
| 2019-12-31 | $60M | 728k | 82.70 |
| 2019-09-30 | $52M | 673k | 76.71 |
| 2019-06-30 | $46M | 593k | 78.28 |
| 2019-03-31 | $40M | 518k | 77.15 |
| 2018-12-31 | $29M | 418k | 69.32 |
| 2018-09-30 | $31M | 396k | 78.05 |
| 2018-06-30 | $26M | 296k | 86.84 |
| 2018-03-31 | $9.4M | 122k | 77.01 |
| 2017-12-31 | $7.3M | 96k | 76.81 |
| 2017-09-30 | $4.3M | 59k | 74.22 |
Top funds holding iShares S&P SmallCap 600 Index
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