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Valmark Advisers’s iShares Russell 2000 Value ETF IWN Stock Holding History

Valmark Advisers’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$574K Buy
2,595
+171
+7% +$35.8K 0.01% 477
2026
Q1 		$460K Buy
2,424
+55
+2% +$10.6K 0.01% 484
2025
Q4 		$429K Hold
2,369
– – 0.01% 472
2025
Q3 		$419K Sell
2,369
-26
-1% -$4.39K 0.01% 472
2025
Q2 		$378K Buy
2,395
+886
+59% +$132K 0.01% 491
2025
Q1 		$228K Buy
1,509
+12
+0.8% +$1.94K ﹤0.01% 575
2024
Q4 		$246K Buy
1,497
+11
+0.7% +$1.88K ﹤0.01% 550
2024
Q3 		$248K Buy
1,486
+12
+0.8% +$1.95K ﹤0.01% 536
2024
Q2 		$224K Buy
1,474
+10
+0.7% +$1.53K ﹤0.01% 529
2024
Q1 		$232K Buy
+1,464
New +$222K ﹤0.01% 496

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Valmark Advisers's IWN Position: Q2 2026 in Review

Valmark Advisers increased its iShares Russell 2000 Value ETF (IWN) stake by 7.1% in Q2 2026, buying an estimated $35.8K and bringing the position to 2,595 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #477.

Valmark Advisers first reported a position in IWN in Q1 2024 and has held it in 10 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Valmark Advisers held 2,595 shares of iShares Russell 2000 Value ETF worth $574K as of Q2 2026.
  • Valmark Advisers bought 171 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $35.8K.
  • iShares Russell 2000 Value ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #477 holding.
  • Valmark Advisers first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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