iShares S&P 1500 Index Fund shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 14k | 145.65 |
| 2025-06-30 | $2.0M | 15k | 135.04 |
| 2025-03-31 | $1.8M | 15k | 122.01 |
| 2024-12-31 | $1.9M | 15k | 128.62 |
| 2024-09-30 | $2.2M | 17k | 125.62 |
| 2024-06-30 | $2.0M | 17k | 118.78 |
| 2024-03-31 | $1.9M | 17k | 111.18 |
| 2023-12-31 | $2.1M | 20k | 105.23 |
| 2023-09-30 | $1.8M | 19k | 94.19 |
| 2023-06-30 | $2.2M | 23k | 97.84 |
| 2023-03-31 | $1.7M | 19k | 90.55 |
| 2022-12-31 | $1.6M | 19k | 84.80 |
| 2022-09-30 | $1.3M | 17k | 79.53 |
| 2022-06-30 | $1.3M | 16k | 83.75 |
| 2022-03-31 | $1.6M | 16k | 100.92 |
| 2021-12-31 | $1.2M | 12k | 107.00 |
| 2021-09-30 | $1.1M | 12k | 98.42 |
| 2021-06-30 | $1.1M | 12k | 98.75 |
| 2021-03-31 | $853k | 9.3k | 91.60 |
| 2020-12-31 | $803k | 9.3k | 86.24 |
| 2020-09-30 | $703k | 9.3k | 75.53 |
| 2020-06-30 | $927k | 13k | 69.40 |
| 2020-03-31 | $795k | 13k | 61.76 |
| 2019-12-31 | $975k | 13k | 72.68 |
| 2019-09-30 | $599k | 8.9k | 67.05 |
| 2019-06-30 | $631k | 9.5k | 66.66 |
| 2019-03-31 | $560k | 8.7k | 64.43 |
| 2018-12-31 | $493k | 8.7k | 56.73 |
| 2018-09-30 | $544k | 8.8k | 61.75 |
| 2018-06-30 | $571k | 8.8k | 64.90 |
| 2018-03-31 | $223k | 3.7k | 60.53 |
| 2017-12-31 | $233k | 3.8k | 61.07 |
| 2017-09-30 | $212k | 3.7k | 57.50 |