Valmark Advisers’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.32M | Sell |
|
|||||
|
2025
Q2 | $1.23M | Buy |
|
|||||
|
2025
Q1 | $1.11M | Buy |
|
|||||
|
2024
Q4 | $1.03M | Buy |
|
|||||
|
2024
Q3 | $782K | Buy |
|
|||||
|
2024
Q2 | $514K | Buy |
|
|||||
|
2024
Q1 | $497K | Sell |
|
|||||
|
2023
Q4 | $462K | Buy |
|
|||||
|
2023
Q3 | $412K | Hold |
|
|||||
|
2023
Q2 | $427K | Buy |
|
|||||
|
2023
Q1 | $394K | Buy |
|
|||||
|
2022
Q4 | $368K | Buy |
|
|||||
|
2022
Q3 | $292K | Sell |
|
|||||
|
2022
Q2 | $339K | Buy |
|
|||||
|
2022
Q1 | $407K | Sell |
|
|||||
|
2021
Q4 | $587K | Buy |
|
|||||
|
2021
Q3 | $356K | Buy |
|
|||||
|
2021
Q2 | $356K | Buy |
|
|||||
|
2021
Q1 | $328K | Sell |
|
|||||
|
2020
Q4 | $322K | Buy |
|
|||||
|
2020
Q3 | $284K | Buy |
|
|||||
|
2020
Q2 | $260K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $224K | Buy |
|
|||||
|
2019
Q3 | $206K | Hold |
|
|||||
|
2019
Q2 | $204K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $202K | Buy |
|