iShares Russell 1000 Value Index shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.4M | 57k | 165.25 |
| 2023-09-30 | $8.6M | 57k | 151.82 |
| 2023-06-30 | $9.1M | 58k | 157.83 |
| 2023-03-31 | $8.6M | 56k | 152.26 |
| 2022-12-31 | $8.4M | 55k | 151.65 |
| 2022-09-30 | $7.5M | 55k | 136.00 |
| 2022-06-30 | $7.8M | 54k | 144.97 |
| 2022-03-31 | $9.2M | 56k | 165.98 |
| 2021-12-31 | $9.5M | 56k | 167.94 |
| 2021-09-30 | $8.8M | 56k | 156.51 |
| 2021-06-30 | $8.4M | 53k | 158.62 |
| 2021-03-31 | $70M | 459k | 151.55 |
| 2020-12-31 | $63M | 458k | 136.73 |
| 2020-09-30 | $6.5M | 55k | 118.13 |
| 2020-06-30 | $5.7M | 50k | 112.62 |
| 2020-03-31 | $5.5M | 51k | 108.89 |
| 2019-12-31 | $7.4M | 55k | 136.48 |
| 2019-09-30 | $6.8M | 53k | 128.27 |
| 2019-06-30 | $6.8M | 53k | 127.23 |
| 2019-03-31 | $6.7M | 54k | 123.48 |
| 2018-12-31 | $5.5M | 50k | 111.06 |
| 2018-09-30 | $5.7M | 47k | 120.08 |
| 2018-06-30 | $5.6M | 45k | 124.30 |
| 2018-03-31 | $5.0M | 42k | 119.96 |
| 2017-12-31 | $5.2M | 42k | 124.33 |
| 2017-09-30 | $4.8M | 41k | 118.52 |
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