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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.48M | Sell |
3,626
-39
| -1% | -$15.5K | 0.02% | 306 |
|
|
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
Valmark Advisers's IWB Position: Q2 2026 in Review
Valmark Advisers reduced its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q2 2026, selling an estimated $15.5K and leaving 3,626 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #306.
Valmark Advisers first reported a position in IWB in Q3 2018 and has held it in 29 quarters since. 1,559 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Valmark Advisers held 3,626 shares of iShares Russell 1000 ETF worth $1.48M as of Q2 2026.
- Valmark Advisers sold 39 iShares Russell 1000 ETF shares in Q2 2026, an estimated $15.5K.
- iShares Russell 1000 ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #306 holding.
- Valmark Advisers first reported a position in iShares Russell 1000 ETF in Q3 2018 and has held it in 29 quarters since.
- 1,559 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.