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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.46M Buy
13,345
+1,302
+11% +$516K 0.12% 91
2026
Q1 		$4.29M Sell
12,043
-422
-3% -$157K 0.1% 95
2025
Q4 		$4.65M Sell
12,465
-2
-0% -$741 0.1% 96
2025
Q3 		$4.56M Sell
12,467
-1,298
-9% -$457K 0.1% 98
2025
Q2 		$4.67M Buy
13,765
+3,661
+36% +$1.15M 0.11% 94
2025
Q1 		$3.1M Sell
10,104
-4,072
-29% -$1.32M 0.09% 109
2024
Q4 		$4.57M Sell
14,176
-406
-3% -$132K 0.13% 83
2024
Q3 		$4.58M Sell
14,582
-7,276
-33% -$2.2M 0.13% 78
2024
Q2 		$6.5M Sell
21,858
-1,382
-6% -$397K 0.2% 60
2024
Q1 		$6.46M Buy
23,240
+2,139
+10% +$586K 0.23% 56
2023
Q4 		$5.53M Buy
21,101
+726
+4% +$178K 0.22% 61
2023
Q3 		$4.79M Sell
20,375
-251
-1% -$61.4K 0.22% 61
2023
Q2 		$5.03M Sell
20,626
-2,400
-10% -$553K 0.23% 58
2023
Q1 		$5.19M Buy
23,026
+1,073
+5% +$236K 0.25% 60
2022
Q4 		$4.62M Buy
21,953
+899
+4% +$190K 0.25% 60
2022
Q3 		$4.16M Buy
21,054
+15
+0.1% +$3.29K 0.26% 55
2022
Q2 		$4.37M Sell
21,039
-2,572
-11% -$581K 0.27% 57
2022
Q1 		$5.9M Buy
23,611
+2,003
+9% +$495K 0.3% 52
2021
Q4 		$5.71M Sell
21,608
-24
-0.1% -$6.18K 0.31% 48
2021
Q3 		$5.23M Sell
21,632
-556
-3% -$138K 0.3% 50
2021
Q2 		$5.37M Sell
22,188
-197
-0.9% -$46.4K 0.33% 45
2021
Q1 		$5.01M Sell
22,385
-389
-2% -$85.2K 0.23% 51
2020
Q4 		$4.82M Buy
22,774
+18
+0.1% +$3.59K 0.25% 48
2020
Q3 		$4.26M Sell
22,756
-300
-1% -$55.4K 0.37% 39
2020
Q2 		$3.96M Sell
23,056
-313
-1% -$50.6K 0.36% 41
2020
Q1 		$3.57M Sell
23,369
-956
-4% -$162K 0.38% 42
2019
Q4 		$4.34M Sell
24,325
-327
-1% -$55.8K 0.42% 41
2019
Q3 		$4.06M Sell
24,652
-511
-2% -$83.9K 0.45% 40
2019
Q2 		$4.1M Sell
25,163
-1,415
-5% -$227K 0.47% 36
2019
Q1 		$4.18M Sell
26,578
-2,629
-9% -$397K 0.51% 34
2018
Q4 		$4.05M Buy
29,207
+21
+0.1% +$3.14K 0.57% 35
2018
Q3 		$4.38M Sell
29,186
-441
-1% -$70K 0.59% 33
2018
Q2 		$4.66M Buy
29,627
+3,341
+13% +$503K 0.65% 33
2018
Q1 		$3.86M Buy
26,286
+544
+2% +$82.7K 0.62% 34
2017
Q4 		$3.83M Buy
25,742
+1,300
+5% +$188K 0.63% 35
2017
Q3 		$3.42M Buy
+24,442
New +$3.35M 0.77% 24

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Valeo Financial Advisors's IWB Position: Q2 2026 in Review

Valeo Financial Advisors increased its iShares Russell 1000 ETF (IWB) stake by 11% in Q2 2026, buying an estimated $516K and bringing the position to 13,345 shares worth $5.46M. The position accounts for 0.12% of the portfolio, ranked #91.

Valeo Financial Advisors first reported a position in IWB in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.5M in Q2 2024. 487 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Valeo Financial Advisors held 13,345 shares of iShares Russell 1000 ETF worth $5.46M as of Q2 2026.
  • Valeo Financial Advisors bought 1,302 iShares Russell 1000 ETF shares in Q2 2026, an estimated $516K.
  • iShares Russell 1000 ETF made up 0.12% of Valeo Financial Advisors's portfolio in Q2 2026, its #91 holding.
  • Valeo Financial Advisors first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's iShares Russell 1000 ETF position peaked at $6.5M in Q2 2024.
  • 487 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.