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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2025-09-30 $271M 2.3M 117.77
2025-06-30 $245M 2.3M 108.30
2025-03-31 $220M 2.2M 99.11
2024-12-31 $232M 2.1M 108.95
2024-09-30 $228M 2.1M 108.70
2024-06-30 $200M 2.0M 100.44
2024-03-31 $189M 1.9M 98.97
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

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Nvidia Corp Stock (NVDA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Eli Lilly & Co Stock (LLY)
Microsoft Stock (MSFT)
Prologis Share Beneficial Int Reit (PLD)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)

View all positions for Valeo Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index