Valmark Advisers’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
8,738
-1,990
| -19% | -$429K | 0.03% | 232 |
|
|
2025
Q1 | $2.14M | Buy |
10,728
+798
| +8% | +$159K | 0.03% | 201 |
|
|
2024
Q4 | $2.19M | Buy |
9,930
+75
| +0.8% | +$16.6K | 0.03% | 193 |
|
|
2024
Q3 | $2.18M | Sell |
9,855
-212
| -2% | -$46.8K | 0.03% | 187 |
|
|
2024
Q2 | $2.04M | Buy |
10,067
+994
| +11% | +$202K | 0.03% | 178 |
|
|
2024
Q1 | $1.91M | Buy |
9,073
+754
| +9% | +$159K | 0.03% | 174 |
|
|
2023
Q4 | $1.67M | Sell |
8,319
-545
| -6% | -$109K | 0.03% | 185 |
|
|
2023
Q3 | $1.57M | Sell |
8,864
-442
| -5% | -$78.1K | 0.03% | 170 |
|
|
2023
Q2 | $1.74M | Sell |
9,306
-6,129
| -40% | -$1.15M | 0.04% | 163 |
|
|
2023
Q1 | $2.75M | Sell |
15,435
-9,228
| -37% | -$1.65M | 0.06% | 115 |
|
|
2022
Q4 | $4.3M | Sell |
24,663
-3,809
| -13% | -$664K | 0.1% | 77 |
|
|
2022
Q3 | $4.7M | Buy |
28,472
+23,195
| +440% | +$3.83M | 0.09% | 64 |
|
|
2022
Q2 | $894K | Sell |
5,277
-62
| -1% | -$10.5K | 0.02% | 207 |
|
|
2022
Q1 | $1.1M | Sell |
5,339
-186
| -3% | -$38.2K | 0.02% | 198 |
|
|
2021
Q4 | $1.23M | Sell |
5,525
-2,344
| -30% | -$521K | 0.02% | 176 |
|
|
2021
Q3 | $1.72M | Sell |
7,869
-378
| -5% | -$82.7K | 0.03% | 128 |
|
|
2021
Q2 | $1.89M | Sell |
8,247
-398
| -5% | -$91.3K | 0.03% | 120 |
|
|
2021
Q1 | $1.91M | Buy |
8,645
+25
| +0.3% | +$5.52K | 0.04% | 114 |
|
|
2020
Q4 | $1.69M | Buy |
8,620
+2,430
| +39% | +$476K | 0.03% | 116 |
|
|
2020
Q3 | $927K | Sell |
6,190
-20,097
| -76% | -$3.01M | 0.02% | 137 |
|
|
2020
Q2 | $3.76M | Buy |
26,287
+21,674
| +470% | +$3.1M | 0.09% | 57 |
|
|
2020
Q1 | $528K | Buy |
4,613
+31
| +0.7% | +$3.55K | 0.01% | 142 |
|
|
2019
Q4 | $759K | Buy |
4,582
+1,268
| +38% | +$210K | 0.02% | 115 |
|
|
2019
Q3 | $502K | Buy |
3,314
+441
| +15% | +$66.8K | 0.01% | 151 |
|
|
2019
Q2 | $447K | Buy |
2,873
+452
| +19% | +$70.3K | 0.01% | 147 |
|
|
2019
Q1 | $371K | Buy |
2,421
+20
| +0.8% | +$3.07K | 0.01% | 158 |
|
|
2018
Q4 | $321K | Sell |
2,401
-101
| -4% | -$13.5K | 0.01% | 157 |
|
|
2018
Q3 | $422K | Buy |
2,502
+898
| +56% | +$151K | 0.01% | 133 |
|
|
2018
Q2 | $263K | Hold |
1,604
| – | – | 0.01% | 163 |
|
|
2018
Q1 | $244K | Buy |
1,604
+141
| +10% | +$21.4K | 0.01% | 169 |
|
|
2017
Q4 | $223K | Buy |
+1,463
| New | +$223K | ﹤0.01% | 174 |
|