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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Valmark Advisers's IWM Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q2 2026, selling an estimated $108K and leaving 8,376 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #232.

Valmark Advisers first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.7M in Q3 2022. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Valmark Advisers held 8,376 shares of iShares Russell 2000 ETF worth $2.52M as of Q2 2026.
Valmark Advisers sold 384 iShares Russell 2000 ETF shares in Q2 2026, an estimated $108K.
iShares Russell 2000 ETF made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #232 holding.
Valmark Advisers first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
Valmark Advisers's iShares Russell 2000 ETF position peaked at $4.7M in Q3 2022.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.