Valeo Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Valeo Financial Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.67M	Buy	13,765 +3,661	+36%	+$1.24M	0.11%	94
2025 Q1	$3.1M	Sell	10,104 -4,072	-29%	-$1.25M	0.09%	109
2024 Q4	$4.57M	Sell	14,176 -406	-3%	-$131K	0.13%	83
2024 Q3	$4.58M	Sell	14,582 -7,276	-33%	-$2.29M	0.13%	78
2024 Q2	$6.5M	Sell	21,858 -1,382	-6%	-$411K	0.2%	60
2024 Q1	$6.46M	Buy	23,240 +2,139	+10%	+$594K	0.23%	56
2023 Q4	$5.53M	Buy	21,101 +726	+4%	+$190K	0.22%	61
2023 Q3	$4.79M	Sell	20,375 -251	-1%	-$59K	0.22%	61
2023 Q2	$5.03M	Sell	20,626 -2,400	-10%	-$585K	0.23%	58
2023 Q1	$5.19M	Buy	23,026 +1,073	+5%	+$242K	0.25%	60
2022 Q4	$4.62M	Buy	21,953 +899	+4%	+$189K	0.25%	60
2022 Q3	$4.16M	Buy	21,054 +15	+0.1%	+$2.96K	0.26%	55
2022 Q2	$4.37M	Sell	21,039 -2,572	-11%	-$534K	0.27%	57
2022 Q1	$5.9M	Buy	23,611 +2,003	+9%	+$501K	0.3%	51
2021 Q4	$5.71M	Sell	21,608 -24	-0.1%	-$6.35K	0.31%	48
2021 Q3	$5.23M	Sell	21,632 -556	-3%	-$134K	0.3%	47
2021 Q2	$5.37M	Sell	22,188 -197	-0.9%	-$47.7K	0.33%	45
2021 Q1	$5.01M	Sell	22,385 -389	-2%	-$87.1K	0.23%	51
2020 Q4	$4.82M	Buy	22,774 +18	+0.1%	+$3.81K	0.25%	48
2020 Q3	$4.26M	Sell	22,756 -300	-1%	-$56.1K	0.37%	39
2020 Q2	$3.96M	Sell	23,056 -313	-1%	-$53.7K	0.36%	41
2020 Q1	$3.57M	Sell	23,369 -956	-4%	-$146K	0.38%	42
2019 Q4	$4.34M	Sell	24,325 -327	-1%	-$58.3K	0.42%	41
2019 Q3	$4.06M	Sell	24,652 -511	-2%	-$84.1K	0.45%	40
2019 Q2	$4.1M	Sell	25,163 -1,415	-5%	-$230K	0.47%	36
2019 Q1	$4.18M	Sell	26,578 -2,629	-9%	-$414K	0.51%	34
2018 Q4	$4.05M	Buy	29,207 +21	+0.1%	+$2.91K	0.57%	35
2018 Q3	$4.39M	Sell	29,186 -441	-1%	-$66.3K	0.59%	33
2018 Q2	$4.66M	Buy	29,627 +3,341	+13%	+$525K	0.65%	33
2018 Q1	$3.86M	Buy	26,286 +544	+2%	+$79.9K	0.62%	34
2017 Q4	$3.83M	Buy	25,742 +1,300	+5%	+$193K	0.63%	35
2017 Q3	$3.42M	Buy	+24,442	New	+$3.42M	0.77%	23