Ishares Tr shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Ishares Tr (XJR) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr 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 Tr by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $310k | 7.3k | 42.58 |
| 2025-09-30 | $309k | 7.3k | 42.56 |
| 2025-06-30 | $287k | 7.2k | 39.55 |
| 2025-03-31 | $265k | 7.0k | 37.62 |
| 2024-12-31 | $282k | 6.8k | 41.13 |
| 2024-09-30 | $283k | 6.8k | 41.81 |