Valmark Advisers’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.17M | Buy |
57,768
+528
| +0.9% | +$63.7K | 0.08% | 119 |
|
|
2026
Q1 | $6.1M | Buy |
57,240
+4,388
| +8% | +$498K | 0.07% | 116 |
|
|
2025
Q4 | $6.25M | Sell |
52,852
-132
| -0.2% | -$15.6K | 0.08% | 112 |
|
|
2025
Q3 | $6.2M | Buy |
52,984
+1,132
| +2% | +$126K | 0.08% | 104 |
|
|
2025
Q2 | $5.5M | Sell |
51,852
-1,180
| -2% | -$113K | 0.08% | 110 |
|
|
2025
Q1 | $4.79M | Buy |
53,032
+432
| +0.8% | +$42.6K | 0.07% | 108 |
|
|
2024
Q4 | $5.28M | Buy |
52,600
+1,744
| +3% | +$172K | 0.08% | 105 |
|
|
2024
Q3 | $4.77M | Buy |
50,856
+3,280
| +7% | +$297K | 0.07% | 105 |
|
|
2024
Q2 | $4.34M | Sell |
47,576
-1,032
| -2% | -$88.1K | 0.07% | 106 |
|
|
2024
Q1 | $4.1M | Buy |
48,608
+324
| +0.7% | +$26.1K | 0.07% | 110 |
|
|
2023
Q4 | $3.66M | Sell |
48,284
-2,712
| -5% | -$192K | 0.07% | 113 |
|
|
2023
Q3 | $3.39M | Buy |
50,996
+14,336
| +39% | +$990K | 0.07% | 101 |
|
|
2023
Q2 | $2.52M | Sell |
36,660
-736
| -2% | -$46.8K | 0.05% | 123 |
|
|
2023
Q1 | $2.28M | Buy |
37,396
+4,392
| +13% | +$253K | 0.05% | 130 |
|
|
2022
Q4 | $1.77M | Buy |
33,004
+576
| +2% | +$31.7K | 0.04% | 149 |
|
|
2022
Q3 | $1.71M | Buy |
32,428
+820
| +3% | +$48.2K | 0.03% | 132 |
|
|
2022
Q2 | $1.73M | Sell |
31,608
-60
| -0.2% | -$3.6K | 0.03% | 128 |
|
|
2022
Q1 | $2.2M | Buy |
31,668
+2,088
| +7% | +$143K | 0.04% | 116 |
|
|
2021
Q4 | $2.26M | Sell |
29,580
-1,492
| -5% | -$111K | 0.04% | 113 |
|
|
2021
Q3 | $2.13M | Buy |
31,072
+1,968
| +7% | +$139K | 0.04% | 112 |
|
|
2021
Q2 | $1.98M | Buy |
29,104
+716
| +3% | +$46.2K | 0.04% | 120 |
|
|
2021
Q1 | $1.73M | Buy |
28,388
+1,288
| +5% | +$78.4K | 0.03% | 126 |
|
|
2020
Q4 | $1.63M | Sell |
27,100
-92
| -0.3% | -$5.24K | 0.03% | 120 |
|
|
2020
Q3 | $1.47M | Sell |
27,192
-180
| -0.7% | -$9.48K | 0.03% | 101 |
|
|
2020
Q2 | $1.31M | Sell |
27,372
-5,576
| -17% | -$246K | 0.03% | 98 |
|
|
2020
Q1 | $1.24M | Sell |
32,948
-2,588
| -7% | -$112K | 0.03% | 83 |
|
|
2019
Q4 | $1.56M | Buy |
35,536
+6,256
| +21% | +$261K | 0.03% | 76 |
|
|
2019
Q3 | $1.17M | Buy |
29,280
+424
| +1% | +$17K | 0.03% | 91 |
|
|
2019
Q2 | $1.14M | Sell |
28,856
-884
| -3% | -$34.2K | 0.02% | 92 |
|
|
2019
Q1 | $1.13M | Sell |
29,740
-196
| -0.7% | -$7.04K | 0.03% | 89 |
|
|
2018
Q4 | $980K | Sell |
29,936
-244
| -0.8% | -$8.6K | 0.02% | 88 |
|
|
2018
Q3 | $1.18M | Buy |
30,180
+9,012
| +43% | +$341K | 0.03% | 73 |
|
|
2018
Q2 | $761K | Buy |
21,168
+1,556
| +8% | +$54.9K | 0.02% | 99 |
|
|
2018
Q1 | $667K | Sell |
19,612
-1,160
| -6% | -$40.7K | 0.01% | 102 |
|
|
2017
Q4 | $699K | Buy |
+20,772
| New | +$681K | 0.02% | 97 |
|
Other funds holding IWF
Valmark Advisers's IWF Position: Q2 2026 in Review
Valmark Advisers increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.92% in Q2 2026, buying an estimated $63.7K and bringing the position to 57,768 shares worth $7.17M. The position accounts for 0.08% of the portfolio, ranked #119.
Valmark Advisers first reported a position in IWF in Q4 2017 and has held it in 35 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Valmark Advisers held 57,768 shares of iShares Russell 1000 Growth ETF worth $7.17M as of Q2 2026.
- Valmark Advisers bought 528 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $63.7K.
- iShares Russell 1000 Growth ETF made up 0.08% of Valmark Advisers's portfolio in Q2 2026, its #119 holding.
- Valmark Advisers first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.