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Valmark Advisers’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Valmark Advisers’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$639K Buy
1,621
+179
+12% +$65.3K 0.01% 452
2026
Q1 		$453K Buy
1,442
+11
+0.8% +$3.66K 0.01% 489
2025
Q4 		$462K Buy
1,431
+45
+3% +$14.6K 0.01% 457
2025
Q3 		$444K Hold
1,386
– – 0.01% 458
2025
Q2 		$396K Buy
1,386
+328
+31% +$86.3K 0.01% 486
2025
Q1 		$270K Buy
1,058
+165
+18% +$46.6K ﹤0.01% 537
2024
Q4 		$257K Buy
893
+137
+18% +$40.5K ﹤0.01% 538
2024
Q3 		$215K Buy
+756
New +$207K ﹤0.01% 566

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Valmark Advisers's IWO Position: Q2 2026 in Review

Valmark Advisers increased its iShares Russell 2000 Growth ETF (IWO) stake by 12% in Q2 2026, buying an estimated $65.3K and bringing the position to 1,621 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #452.

Valmark Advisers first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Valmark Advisers held 1,621 shares of iShares Russell 2000 Growth ETF worth $639K as of Q2 2026.
  • Valmark Advisers bought 179 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $65.3K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #452 holding.
  • Valmark Advisers first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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