iShares S&P 500 Index shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 500 Index by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $157M | 235k | 669.30 |
| 2025-06-30 | $139M | 223k | 620.90 |
| 2025-03-31 | $116M | 206k | 561.90 |
| 2024-12-31 | $110M | 187k | 588.68 |
| 2024-09-30 | $106M | 183k | 576.82 |
| 2024-06-30 | $97M | 178k | 547.23 |
| 2024-03-31 | $91M | 180k | 507.97 |
| 2023-12-31 | $83M | 174k | 477.63 |
| 2023-09-30 | $72M | 167k | 429.43 |
| 2023-06-30 | $74M | 165k | 445.71 |
| 2023-03-31 | $68M | 166k | 411.08 |
| 2022-12-31 | $62M | 162k | 384.21 |
| 2022-09-30 | $52M | 144k | 358.65 |
| 2022-06-30 | $50M | 132k | 379.15 |
| 2022-03-31 | $62M | 137k | 453.72 |
| 2021-12-31 | $58M | 122k | 476.99 |
| 2021-09-30 | $52M | 121k | 430.82 |
| 2021-06-30 | $50M | 117k | 429.92 |
| 2021-03-31 | $209M | 525k | 397.82 |
| 2020-12-31 | $197M | 523k | 375.39 |
| 2020-09-30 | $37M | 109k | 336.06 |
| 2020-06-30 | $39M | 125k | 309.69 |
| 2020-03-31 | $32M | 114k | 278.07 |
| 2019-12-31 | $29M | 88k | 323.25 |
| 2019-09-30 | $25M | 83k | 298.52 |
| 2019-06-30 | $23M | 78k | 294.74 |
| 2019-03-31 | $20M | 70k | 284.57 |
| 2018-12-31 | $17M | 69k | 251.60 |
| 2018-09-30 | $16M | 60k | 272.76 |
| 2018-06-30 | $17M | 60k | 284.12 |
| 2018-03-31 | $11M | 42k | 265.37 |
| 2017-12-31 | $11M | 41k | 268.84 |
| 2017-09-30 | $5.3M | 21k | 252.91 |