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
2022 Q1	–	Sell	-400	Closed	-$89K	–	433
2021 Q4	$89K	Sell	400 -2,600	-87%	-$587K	﹤0.01%	402
2021 Q3	$656K	Sell	3,000 -1,500	-33%	-$333K	0.01%	245
2021 Q2	$1.03M	Hold	4,500	–	–	0.02%	186
2021 Q1	$994K	Hold	4,500	–	–	0.02%	183
2020 Q4	$882K	Buy	4,500 +1,500	+50%	+$262K	0.02%	185
2020 Q3	$450K	Buy	3,000 +1,500	+100%	+$226K	0.01%	195
2020 Q2	$214K	Hold	1,500	–	–	0.01%	258
2020 Q1	$172K	Hold	1,500	–	–	﹤0.01%	226
2019 Q4	$248K	Buy	+1,500	New	+$237K	0.01%	217

Other funds holding IWM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Valmark Advisers's IWM Position: Q3 2026 in Review

Valmark Advisers increased its iShares Russell 2000 ETF (IWM) stake by 3.7% in Q3 2026, buying an estimated $92.2K and bringing the position to 8,690 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #247.

Valmark Advisers first reported a position in IWM in Q4 2017 and has held it in 36 quarters since. The position peaked at $4.7M in Q3 2022. 1,733 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Valmark Advisers held 8,690 shares of iShares Russell 2000 ETF worth $2.41M as of Q3 2026.
Valmark Advisers bought 314 iShares Russell 2000 ETF shares in Q3 2026, an estimated $92.2K.
iShares Russell 2000 ETF made up 0.03% of Valmark Advisers's portfolio in Q3 2026, its #247 holding.
Valmark Advisers first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 36 quarters since.
Valmark Advisers's iShares Russell 2000 ETF position peaked at $4.7M in Q3 2022.
1,733 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.