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iShares Russell 2000 Value Index shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value 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 Russell 2000 Value Index by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 11k 158.81
2023-12-31 $1.7M 11k 155.33
2023-09-30 $1.3M 9.7k 135.55
2023-06-30 $1.4M 9.7k 140.80
2023-03-31 $1.3M 9.6k 137.02
2022-12-31 $1.4M 10k 138.67
2022-09-30 $1.3M 9.8k 128.90
2022-06-30 $1.4M 9.5k 146.19
2022-03-31 $1.7M 28k 62.46
2021-12-31 $1.7M 10k 166.07
2021-09-30 $1.7M 10k 160.25
2021-06-30 $1.7M 11k 165.75
2021-03-31 $1.7M 10k 159.46
2020-12-31 $1.3M 10k 131.72
2020-09-30 $1.0M 10k 99.35
2020-06-30 $844k 8.7k 97.48
2020-03-31 $801k 8.9k 89.62
2019-12-31 $1.3M 10k 128.59
2019-09-30 $1.2M 10k 119.45
2019-06-30 $1.2M 10k 120.45
2019-03-31 $1.2M 10k 119.92
2018-12-31 $1.0M 9.3k 107.51
2018-09-30 $1.1M 9.4k 121.13
2018-06-30 $1.3M 9.5k 133.47
2018-03-31 $1.3M 11k 121.86
2017-12-31 $1.3M 10k 125.77
2017-09-30 $1.1M 9.0k 124.09

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Apple Stock (AAPL)
Ishares S&p 500 Index Etf (IVV)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Eli Lilly & Co Stock (LLY)
Microsoft Stock (MSFT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares Msci Eafe Etf Etf (EFA)
Prologis Share Beneficial Int Reit (PLD)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Nvidia Corp Stock (NVDA)

View all positions for Valeo Financial Advisors

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index