Valeo Financial Advisors, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1722641 CARMEL, IN

Position in IBB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$282,823

-$2,398 QoQ

Shares Held

1,675

-0.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$282,823	1,675	-0.9%	Shares	Sole	2026-05-08
2025-12-31	$285,221	1,690	+20.8%	Shares	Sole	2026-02-04
2025-09-30	$201,973	1,399	-1.3%	Shares	Sole	2025-11-03
2024-09-30	$206,315	1,417	-33.6%	Shares	Sole	2024-10-10
2023-03-31	$275,756	2,135	+29.5%	Shares	Sole	2023-04-17
2022-12-31	$216,497	1,649	-48.2%	Shares	Sole	2023-02-09
2022-03-31	$415,005	3,185	+38.2%	Shares	Sole	2022-04-28
2021-12-31	$351,636	2,304	0.0%	Shares	Sole	2022-01-07
2021-09-30	$372,510	2,304	-14.8%	Shares	Sole	2021-11-02
2021-06-30	$442,509	2,704	+36.1%	Shares	Sole	2021-07-22
2021-03-31	$299,162	1,987	-5.2%	Shares	Sole	2021-04-12
2020-12-31	$317,523	2,096	-3.5%	Shares	Sole	2021-02-11
2020-09-30	$294,110	2,172	-0.1%	Shares	Sole	2020-10-28
2020-06-30	$297,300	2,175	+0.5%	Shares	Sole	2020-07-20
2020-03-31	$233,149	2,164	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.