Valmark Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Valmark Advisers’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,600	Closed	-$569K	–	415
2021 Q3	$569K	Sell	2,600 -1,500	-37%	-$333K	0.01%	260
2021 Q2	$940K	Hold	4,100	–	–	0.02%	194
2021 Q1	$906K	Hold	4,100	–	–	0.02%	193
2020 Q4	$804K	Buy	4,100 +1,500	+58%	+$262K	0.02%	194
2020 Q3	$390K	Buy	2,600 +1,500	+136%	+$226K	0.01%	204
2020 Q2	$157K	Hold	1,100	–	–	﹤0.01%	272
2020 Q1	$126K	Hold	1,100	–	–	﹤0.01%	228
2019 Q4	$182K	Buy	+1,100	New	+$174K	﹤0.01%	234

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Valmark Advisers's IWM Position: Q1 2026 in Review

Valmark Advisers increased its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q1 2026, buying an estimated $37.9K and bringing the position to 8,760 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #236.

Valmark Advisers first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.7M in Q3 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Valmark Advisers held 8,760 shares of iShares Russell 2000 ETF worth $2.17M as of Q1 2026.
Valmark Advisers bought 147 iShares Russell 2000 ETF shares in Q1 2026, an estimated $37.9K.
iShares Russell 2000 ETF made up 0.03% of Valmark Advisers's portfolio in Q1 2026, its #236 holding.
Valmark Advisers first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
Valmark Advisers's iShares Russell 2000 ETF position peaked at $4.7M in Q3 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.