Valmark Advisers’s iShares Russell Top 200 ETF IWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.31M	Sell	26,881 -832	-3%	-$140K	0.05%	153
2025 Q4	$4.73M	Sell	27,713 -22	-0.1%	-$3.72K	0.06%	138
2025 Q3	$4.61M	Sell	27,735 -1,492	-5%	-$237K	0.06%	133
2025 Q2	$4.48M	Sell	29,227 -11,587	-28%	-$1.63M	0.06%	124
2025 Q1	$5.61M	Sell	40,814 -800	-2%	-$116K	0.08%	98
2024 Q4	$6.02M	Buy	41,614 +25,048	+151%	+$3.62M	0.09%	96
2024 Q3	$2.33M	Sell	16,566 -1,273	-7%	-$173K	0.04%	179
2024 Q2	$2.39M	Sell	17,839 -200	-1%	-$25.6K	0.04%	159
2024 Q1	$2.29M	Sell	18,039 -35	-0.2%	-$4.24K	0.04%	155
2023 Q4	$2.08M	Sell	18,074 -760	-4%	-$82.2K	0.04%	160
2023 Q3	$1.95M	Buy	18,834 +898	+5%	+$96.3K	0.04%	146
2023 Q2	$1.91M	Buy	17,936 +3,572	+25%	+$359K	0.04%	150
2023 Q1	$1.4M	Sell	14,364 -34	-0.2%	-$3.2K	0.03%	186
2022 Q4	$1.3M	Buy	14,398 +2,791	+24%	+$253K	0.03%	182
2022 Q3	$985K	Sell	11,607 -2,755	-19%	-$260K	0.02%	188
2022 Q2	$1.29M	Sell	14,362 -15,696	-52%	-$1.53M	0.03%	163
2022 Q1	$3.25M	Sell	30,058 -60	-0.2%	-$6.4K	0.06%	92
2021 Q4	$3.43M	Sell	30,118 -306	-1%	-$33.7K	0.06%	89
2021 Q3	$3.13M	Buy	30,424 +8,779	+41%	+$932K	0.06%	87
2021 Q2	$2.23M	Buy	21,645 +4,057	+23%	+$405K	0.04%	109
2021 Q1	$1.67M	Sell	17,588 -12,992	-42%	-$1.2M	0.03%	132
2020 Q4	$2.76M	Sell	30,580 -23,637	-44%	-$2.02M	0.06%	80
2020 Q3	$4.4M	Buy	+54,217	New	+$4.34M	0.1%	56

Other funds holding IWL