iShares Russell 1000 Index shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 13k | 365.49 |
| 2025-06-30 | $4.7M | 14k | 339.57 |
| 2025-03-31 | $3.1M | 10k | 306.75 |
| 2024-12-31 | $4.6M | 14k | 322.17 |
| 2024-09-30 | $4.6M | 15k | 314.39 |
| 2024-06-30 | $6.5M | 22k | 297.54 |
| 2024-03-31 | $6.5M | 23k | 277.93 |
| 2023-12-31 | $5.5M | 21k | 262.26 |
| 2023-09-30 | $4.8M | 20k | 234.91 |
| 2023-06-30 | $5.0M | 21k | 243.74 |
| 2023-03-31 | $5.2M | 23k | 225.23 |
| 2022-12-31 | $4.6M | 22k | 210.52 |
| 2022-09-30 | $4.2M | 21k | 197.35 |
| 2022-06-30 | $4.4M | 21k | 207.76 |
| 2022-03-31 | $5.9M | 24k | 250.05 |
| 2021-12-31 | $5.7M | 22k | 264.44 |
| 2021-09-30 | $5.2M | 22k | 241.73 |
| 2021-06-30 | $5.4M | 22k | 242.07 |
| 2021-03-31 | $5.0M | 22k | 223.81 |
| 2020-12-31 | $4.8M | 23k | 211.82 |
| 2020-09-30 | $4.3M | 23k | 187.16 |
| 2020-06-30 | $4.0M | 23k | 171.67 |
| 2020-03-31 | $3.6M | 23k | 152.94 |
| 2019-12-31 | $4.3M | 24k | 178.42 |
| 2019-09-30 | $4.1M | 25k | 164.53 |
| 2019-06-30 | $4.1M | 25k | 162.78 |
| 2019-03-31 | $4.2M | 27k | 157.31 |
| 2018-12-31 | $4.1M | 29k | 138.70 |
| 2018-09-30 | $4.4M | 29k | 150.24 |
| 2018-06-30 | $4.7M | 30k | 157.12 |
| 2018-03-31 | $3.9M | 26k | 146.85 |
| 2017-12-31 | $3.8M | 26k | 148.59 |
| 2017-09-30 | $3.4M | 24k | 139.88 |