Valmark Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.49M | Buy |
26,772
+145
| +0.5% | +$33.8K | 0.07% | 130 |
|
|
2026
Q1 | $5.69M | Buy |
26,627
+528
| +2% | +$116K | 0.07% | 123 |
|
|
2025
Q4 | $5.49M | Buy |
26,099
+781
| +3% | +$161K | 0.07% | 124 |
|
|
2025
Q3 | $5.15M | Buy |
25,318
+1,251
| +5% | +$249K | 0.07% | 122 |
|
|
2025
Q2 | $4.67M | Buy |
24,067
+281
| +1% | +$52K | 0.07% | 118 |
|
|
2025
Q1 | $4.48M | Buy |
23,786
+294
| +1% | +$56K | 0.07% | 118 |
|
|
2024
Q4 | $4.35M | Buy |
23,492
+902
| +4% | +$173K | 0.07% | 118 |
|
|
2024
Q3 | $4.29M | Buy |
22,590
+769
| +4% | +$140K | 0.07% | 119 |
|
|
2024
Q2 | $3.81M | Buy |
21,821
+37
| +0.2% | +$6.47K | 0.06% | 118 |
|
|
2024
Q1 | $3.9M | Buy |
21,784
+165
| +0.8% | +$27.9K | 0.07% | 116 |
|
|
2023
Q4 | $3.57M | Buy |
21,619
+1,818
| +9% | +$281K | 0.07% | 114 |
|
|
2023
Q3 | $3.01M | Buy |
19,801
+8,201
| +71% | +$1.3M | 0.06% | 108 |
|
|
2023
Q2 | $1.83M | Sell |
11,600
-68
| -0.6% | -$10.4K | 0.04% | 159 |
|
|
2023
Q1 | $1.78M | Buy |
11,668
+1,497
| +15% | +$231K | 0.04% | 156 |
|
|
2022
Q4 | $1.54M | Buy |
10,171
+51
| +0.5% | +$7.63K | 0.04% | 168 |
|
|
2022
Q3 | $1.38M | Buy |
10,120
+3
| +0% | +$451 | 0.03% | 157 |
|
|
2022
Q2 | $1.47M | Buy |
10,117
+546
| +6% | +$85.4K | 0.03% | 151 |
|
|
2022
Q1 | $1.59M | Buy |
9,571
+904
| +10% | +$148K | 0.03% | 147 |
|
|
2021
Q4 | $1.46M | Sell |
8,667
-94
| -1% | -$15.4K | 0.03% | 152 |
|
|
2021
Q3 | $1.37M | Buy |
8,761
+208
| +2% | +$33.3K | 0.03% | 146 |
|
|
2021
Q2 | $1.36M | Buy |
8,553
+170
| +2% | +$26.9K | 0.02% | 151 |
|
|
2021
Q1 | $1.27M | Buy |
8,383
+466
| +6% | +$67.4K | 0.02% | 156 |
|
|
2020
Q4 | $1.08M | Buy |
7,917
+382
| +5% | +$49K | 0.02% | 159 |
|
|
2020
Q3 | $890K | Sell |
7,535
-67
| -0.9% | -$7.95K | 0.02% | 141 |
|
|
2020
Q2 | $856K | Sell |
7,602
-1,459
| -16% | -$160K | 0.02% | 130 |
|
|
2020
Q1 | $899K | Sell |
9,061
-490
| -5% | -$61.1K | 0.02% | 103 |
|
|
2019
Q4 | $1.3M | Buy |
9,551
+1,949
| +26% | +$257K | 0.03% | 86 |
|
|
2019
Q3 | $975K | Buy |
7,602
+656
| +9% | +$83.4K | 0.02% | 101 |
|
|
2019
Q2 | $884K | Sell |
6,946
-142
| -2% | -$17.8K | 0.02% | 102 |
|
|
2019
Q1 | $875K | Buy |
7,088
+13
| +0.2% | +$1.56K | 0.02% | 102 |
|
|
2018
Q4 | $786K | Buy |
7,075
+125
| +2% | +$15K | 0.02% | 99 |
|
|
2018
Q3 | $880K | Buy |
6,950
+2,315
| +50% | +$291K | 0.02% | 93 |
|
|
2018
Q2 | $563K | Buy |
4,635
+318
| +7% | +$38.7K | 0.01% | 112 |
|
|
2018
Q1 | $518K | Buy |
4,317
+266
| +7% | +$33.2K | 0.01% | 111 |
|
|
2017
Q4 | $504K | Buy |
+4,051
| New | +$491K | 0.01% | 115 |
|
Other funds holding IWD
Valmark Advisers's IWD Position: Q2 2026 in Review
Valmark Advisers increased its iShares Russell 1000 Value ETF (IWD) stake by 0.54% in Q2 2026, buying an estimated $33.8K and bringing the position to 26,772 shares worth $6.49M. The position accounts for 0.07% of the portfolio, ranked #130.
Valmark Advisers first reported a position in IWD in Q4 2017 and has held it in 35 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Valmark Advisers held 26,772 shares of iShares Russell 1000 Value ETF worth $6.49M as of Q2 2026.
- Valmark Advisers bought 145 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $33.8K.
- iShares Russell 1000 Value ETF made up 0.07% of Valmark Advisers's portfolio in Q2 2026, its #130 holding.
- Valmark Advisers first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 35 quarters since.
- 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.