iShares Russell 2000 Growth Index shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares Russell 2000 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Growth Index held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Growth Index by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 5.6k | 270.78 |
| 2023-12-31 | $1.4M | 5.6k | 252.20 |
| 2023-09-30 | $1.3M | 5.8k | 224.15 |
| 2023-06-30 | $1.4M | 5.8k | 242.66 |
| 2023-03-31 | $1.2M | 5.4k | 226.81 |
| 2022-12-31 | $1.2M | 5.4k | 214.52 |
| 2022-09-30 | $1.1M | 5.2k | 206.54 |
| 2022-06-30 | $1.1M | 5.0k | 220.86 |
| 2022-03-31 | $1.4M | 5.1k | 273.10 |
| 2021-12-31 | $1.6M | 5.3k | 293.10 |
| 2021-09-30 | $1.6M | 5.3k | 293.53 |
| 2021-06-30 | $1.7M | 5.4k | 311.72 |
| 2021-03-31 | $1.6M | 5.4k | 300.66 |
| 2020-12-31 | $1.6M | 5.5k | 286.63 |
| 2020-09-30 | $1.2M | 5.5k | 221.46 |
| 2020-06-30 | $982k | 4.7k | 206.78 |
| 2020-03-31 | $844k | 5.0k | 169.99 |
| 2019-12-31 | $1.4M | 6.7k | 214.26 |
| 2019-09-30 | $1.3M | 6.7k | 192.73 |
| 2019-06-30 | $1.4M | 6.7k | 200.92 |
| 2019-03-31 | $1.3M | 6.7k | 196.68 |
| 2018-12-31 | $1.2M | 6.9k | 167.94 |
| 2018-09-30 | $1.3M | 6.9k | 187.87 |
| 2018-06-30 | $1.4M | 6.6k | 209.56 |
| 2018-03-31 | $1.1M | 6.0k | 190.63 |
| 2017-12-31 | $1.2M | 6.4k | 186.67 |
| 2017-09-30 | $922k | 5.2k | 179.03 |
Top funds holding iShares Russell 2000 Growth Index
View all funds holding iShares Russell 2000 Growth Index