iShares S&P 500 Growth Index shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 30k | 84.44 |
| 2023-12-31 | $2.2M | 29k | 75.10 |
| 2023-09-30 | $2.0M | 29k | 68.42 |
| 2023-06-30 | $2.1M | 29k | 70.48 |
| 2023-03-31 | $1.9M | 29k | 63.89 |
| 2022-12-31 | $1.7M | 29k | 58.50 |
| 2022-09-30 | $1.7M | 29k | 57.83 |
| 2022-06-30 | $1.8M | 29k | 60.35 |
| 2022-03-31 | $2.3M | 30k | 76.38 |
| 2021-12-31 | $2.4M | 29k | 83.65 |
| 2021-09-30 | $2.1M | 28k | 73.91 |
| 2021-06-30 | $2.1M | 29k | 72.73 |
| 2021-03-31 | $1.9M | 29k | 65.12 |
| 2020-12-31 | $1.9M | 29k | 63.82 |
| 2020-09-30 | $1.5M | 6.6k | 231.05 |
| 2020-06-30 | $1.6M | 7.6k | 207.53 |
| 2020-03-31 | $1.3M | 7.6k | 176.65 |
| 2019-12-31 | $1.4M | 7.1k | 193.57 |
| 2019-09-30 | $1.3M | 7.1k | 179.96 |
| 2019-06-30 | $1.3M | 7.0k | 179.25 |
| 2019-03-31 | $1.1M | 6.2k | 172.43 |
| 2018-12-31 | $941k | 6.2k | 150.66 |
| 2018-09-30 | $962k | 5.9k | 162.86 |
| 2018-06-30 | $1.0M | 5.9k | 170.48 |
| 2018-03-31 | $626k | 4.0k | 155.07 |
| 2017-12-31 | $656k | 4.3k | 152.66 |
| 2017-09-30 | $579k | 4.0k | 143.42 |