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Valmark Advisers’s iShares Russell 1000 ETF IWB Stock Holding History

Valmark Advisers’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
Q1 		$1.31M Buy
3,665
+2
+0.1% +$745 0.02% 311
2025
Q4 		$1.37M Buy
3,663
+42
+1% +$15.6K 0.02% 298
2025
Q3 		$1.32M Sell
3,621
-13
-0.4% -$4.58K 0.02% 290
2025
Q2 		$1.23M Buy
3,634
+6
+0.2% +$1.88K 0.02% 301
2025
Q1 		$1.11M Buy
3,628
+424
+13% +$137K 0.02% 295
2024
Q4 		$1.03M Buy
3,204
+717
+29% +$232K 0.02% 307
2024
Q3 		$782K Buy
2,487
+758
+44% +$230K 0.01% 346
2024
Q2 		$514K Buy
1,729
+2
+0.1% +$574 0.01% 382
2024
Q1 		$497K Sell
1,727
-33
-2% -$9.04K 0.01% 380
2023
Q4 		$462K Buy
1,760
+7
+0.4% +$1.71K 0.01% 358
2023
Q3 		$412K Hold
1,753
– – 0.01% 352
2023
Q2 		$427K Buy
1,753
+2
+0.1% +$461 0.01% 356
2023
Q1 		$394K Buy
1,751
+3
+0.2% +$660 0.01% 353
2022
Q4 		$368K Buy
1,748
+266
+18% +$56.3K 0.01% 344
2022
Q3 		$292K Sell
1,482
-150
-9% -$32.9K 0.01% 352
2022
Q2 		$339K Buy
1,632
+4
+0.2% +$904 0.01% 334
2022
Q1 		$407K Sell
1,628
-593
-27% -$146K 0.01% 329
2021
Q4 		$587K Buy
2,221
+750
+51% +$193K 0.01% 263
2021
Q3 		$356K Buy
1,471
+2
+0.1% +$497 0.01% 306
2021
Q2 		$356K Buy
1,469
+2
+0.1% +$471 0.01% 315
2021
Q1 		$328K Sell
1,467
-55
-4% -$12K 0.01% 314
2020
Q4 		$322K Buy
1,522
+3
+0.2% +$599 0.01% 292
2020
Q3 		$284K Buy
1,519
+3
+0.2% +$554 0.01% 243
2020
Q2 		$260K Buy
+1,516
New +$245K 0.01% 233
2020
Q1 		– Sell
-1,255
Closed -$224K – 244
2019
Q4 		$224K Buy
1,255
+3
+0.2% +$512 ﹤0.01% 225
2019
Q3 		$206K Hold
1,252
– – ﹤0.01% 233
2019
Q2 		$204K Buy
+1,252
New +$200K ﹤0.01% 224
2018
Q4 		– Sell
-1,252
Closed -$202K – 210
2018
Q3 		$202K Buy
+1,252
New +$199K ﹤0.01% 198

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Valmark Advisers's IWB Position: Q1 2026 in Review

Valmark Advisers increased its iShares Russell 1000 ETF (IWB) stake by 0.05% in Q1 2026, buying an estimated $745 and bringing the position to 3,665 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #311.

Valmark Advisers first reported a position in IWB in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.37M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Valmark Advisers held 3,665 shares of iShares Russell 1000 ETF worth $1.31M as of Q1 2026.
  • Valmark Advisers bought 2 iShares Russell 1000 ETF shares in Q1 2026, an estimated $745.
  • iShares Russell 1000 ETF made up 0.02% of Valmark Advisers's portfolio in Q1 2026, its #311 holding.
  • Valmark Advisers first reported a position in iShares Russell 1000 ETF in Q3 2018 and has held it in 28 quarters since.
  • Valmark Advisers's iShares Russell 1000 ETF position peaked at $1.37M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.