iShares Russell 3000 Index shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 14k | 378.94 |
| 2025-06-30 | $5.1M | 14k | 351.00 |
| 2025-03-31 | $4.5M | 14k | 317.64 |
| 2024-12-31 | $4.8M | 14k | 334.25 |
| 2024-09-30 | $4.7M | 14k | 326.73 |
| 2024-06-30 | $4.4M | 14k | 308.67 |
| 2024-03-31 | $4.4M | 15k | 300.08 |
| 2023-12-31 | $4.0M | 15k | 273.74 |
| 2023-09-30 | $3.5M | 14k | 245.06 |
| 2021-03-31 | $92k | 388 | 237.11 |
| 2020-12-31 | $87k | 388 | 224.23 |
| 2020-09-30 | $24k | 122 | 196.72 |
| 2020-06-30 | $26k | 144 | 180.56 |
| 2020-03-31 | $26k | 164 | 158.54 |
| 2019-12-31 | $31k | 164 | 189.02 |
| 2019-09-30 | $28k | 164 | 170.73 |
| 2019-06-30 | $28k | 164 | 170.73 |
| 2019-03-31 | $27k | 164 | 164.63 |
| 2018-12-31 | $18k | 122 | 147.54 |
| 2018-09-30 | $19k | 122 | 155.74 |
| 2018-06-30 | $8.0k | 45 | 177.78 |
| 2018-03-31 | $7.0k | 45 | 155.56 |
| 2017-12-31 | $7.0k | 45 | 155.56 |
| 2017-09-30 | $7.0k | 45 | 155.56 |