iShares Russell 2000 Index shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $25M | 118k | 210.30 |
| 2023-12-31 | $25M | 125k | 200.71 |
| 2023-09-30 | $22M | 126k | 176.74 |
| 2023-06-30 | $24M | 127k | 187.27 |
| 2023-03-31 | $23M | 128k | 178.40 |
| 2022-12-31 | $20M | 117k | 174.36 |
| 2022-09-30 | $16M | 95k | 164.91 |
| 2022-06-30 | $15M | 91k | 169.36 |
| 2022-03-31 | $21M | 122k | 171.07 |
| 2021-12-31 | $19M | 85k | 222.45 |
| 2021-09-30 | $20M | 92k | 218.75 |
| 2021-06-30 | $19M | 83k | 229.37 |
| 2021-03-31 | $58M | 261k | 220.94 |
| 2020-12-31 | $46M | 234k | 196.06 |
| 2020-09-30 | $13M | 89k | 149.79 |
| 2020-06-30 | $13M | 111k | 119.53 |
| 2020-03-31 | $11M | 88k | 123.70 |
| 2019-12-31 | $15M | 93k | 165.68 |
| 2019-09-30 | $14M | 92k | 151.34 |
| 2019-06-30 | $14M | 91k | 155.50 |
| 2019-03-31 | $14M | 89k | 153.09 |
| 2018-12-31 | $12M | 92k | 133.90 |
| 2018-09-30 | $12M | 79k | 150.01 |
| 2018-06-30 | $12M | 74k | 166.58 |
| 2018-03-31 | $11M | 71k | 151.83 |
| 2017-12-31 | $11M | 70k | 152.46 |
| 2017-09-30 | $7.3M | 49k | 148.19 |