Valmark Advisers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Valmark Advisers’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$629K	Sell	4,293 -740	-15%	-$102K	0.01%	460
2026 Q1	$645K	Sell	5,033 -50	-1%	-$6.77K	0.01%	419
2025 Q4	$696K	Sell	5,083 -1,679	-25%	-$235K	0.01%	394
2025 Q3	$963K	Sell	6,762 -213	-3%	-$30.1K	0.01%	342
2025 Q2	$967K	Buy	6,975 +2	+0%	+$253	0.01%	340
2025 Q1	$819K	Buy	6,973 +1	+0%	+$129	0.01%	343
2024 Q4	$884K	Sell	6,972 -208	-3%	-$26.4K	0.01%	328
2024 Q3	$842K	Buy	7,180 +102	+1%	+$11.4K	0.01%	333
2024 Q2	$781K	Buy	7,078 +2	+0%	+$220	0.01%	324
2024 Q1	$808K	Sell	7,076 -122	-2%	-$13.2K	0.01%	304
2023 Q4	$752K	Sell	7,198 -390	-5%	-$37K	0.01%	298
2023 Q3	$693K	Sell	7,588 -399	-5%	-$38.1K	0.01%	279
2023 Q2	$772K	Buy	7,987 +341	+4%	+$31.1K	0.02%	264
2023 Q1	$696K	Buy	7,646 +604	+9%	+$53.9K	0.02%	270
2022 Q4	$589K	Sell	7,042 -266	-4%	-$22.4K	0.01%	290
2022 Q3	$573K	Buy	7,308 +15	+0.2%	+$1.29K	0.01%	265
2022 Q2	$578K	Buy	7,293 +2,922	+67%	+$254K	0.01%	275
2022 Q1	$439K	Buy	4,371 +279	+7%	+$27.8K	0.01%	320
2021 Q4	$471K	Sell	4,092 -17	-0.4%	-$1.98K	0.01%	293
2021 Q3	$460K	Sell	4,109 -30	-0.7%	-$3.45K	0.01%	286
2021 Q2	$469K	Buy	4,139 +596	+17%	+$63.7K	0.01%	290
2021 Q1	$362K	Sell	3,543 -923	-21%	-$96.5K	0.01%	302
2020 Q4	$458K	Buy	4,466 +364	+9%	+$34.6K	0.01%	265
2020 Q3	$355K	Hold	4,102	–	–	0.01%	212
2020 Q2	$324K	Buy	4,102 +680	+20%	+$49.3K	0.01%	209
2020 Q1	$208K	Buy	3,422 +58	+2%	+$4.23K	0.01%	219
2019 Q4	$257K	Hold	3,364	–	–	0.01%	211
2019 Q3	$238K	Sell	3,364 -172	-5%	-$12.4K	0.01%	220
2019 Q2	$252K	Buy	3,536 +64	+2%	+$4.45K	0.01%	198
2019 Q1	$236K	Buy	+3,472	New	+$223K	0.01%	200
2018 Q4	–	Sell	-3,472	Closed	-$235K	–	211
2018 Q3	$235K	Hold	3,472	–	–	0.01%	181
2018 Q2	$220K	Hold	3,472	–	–	﹤0.01%	179
2018 Q1	$213K	Hold	3,472	–	–	﹤0.01%	183
2017 Q4	$209K	Buy	+3,472	New	+$204K	﹤0.01%	181

Other funds holding IWP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Valmark Advisers's IWP Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 15% in Q2 2026, selling an estimated $102K and leaving 4,293 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #460.

Valmark Advisers first reported a position in IWP in Q4 2017 and has held it in 34 quarters since. The position peaked at $967K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Valmark Advisers held 4,293 shares of iShares Russell Mid-Cap Growth ETF worth $629K as of Q2 2026.
Valmark Advisers sold 740 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $102K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #460 holding.
Valmark Advisers first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
Valmark Advisers's iShares Russell Mid-Cap Growth ETF position peaked at $967K in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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