VA
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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return