Valeo Financial Advisors »

iShares S&P SmallCap 600 Index shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $195M 1.9M 103.69
2023-12-31 $181M 1.8M 101.83
2023-09-30 $150M 1.8M 85.29
2023-06-30 $152M 1.7M 91.59
2023-03-31 $139M 1.6M 89.14
2022-12-31 $130M 1.5M 87.56
2022-09-30 $116M 1.4M 80.43
2022-06-30 $116M 1.3M 90.92
2022-03-31 $128M 1.2M 105.22
2021-12-31 $124M 1.1M 114.51
2021-09-30 $113M 1.0M 109.19
2021-06-30 $113M 1000k 112.98
2021-03-31 $106M 980k 108.53
2020-12-31 $91M 985k 91.90
2020-09-30 $67M 952k 70.23
2020-06-30 $64M 952k 67.48
2020-03-31 $54M 891k 60.29
2019-12-31 $60M 728k 82.70
2019-09-30 $52M 673k 76.71
2019-06-30 $46M 593k 78.28
2019-03-31 $40M 518k 77.15
2018-12-31 $29M 418k 69.32
2018-09-30 $31M 396k 78.05
2018-06-30 $26M 296k 86.84
2018-03-31 $9.4M 122k 77.01
2017-12-31 $7.3M 96k 76.81
2017-09-30 $4.3M 59k 74.22

More positions owned by Valeo Financial Advisors

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

View all positions for Valeo Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index