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Valmark Advisers’s iShares Russell 3000 ETF IWV Stock Holding History

Valmark Advisers’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$862K Buy
2,021
+6
+0.3% +$2.47K 0.01% 387
2026
Q1 		$747K Buy
2,015
+598
+42% +$231K 0.01% 403
2025
Q4 		$548K Sell
1,417
-122
-8% -$46.8K 0.01% 432
2025
Q3 		$583K Sell
1,539
-893
-37% -$326K 0.01% 407
2025
Q2 		$853K Sell
2,432
-10
-0.4% -$3.25K 0.01% 360
2025
Q1 		$776K Sell
2,442
-9
-0.4% -$3.02K 0.01% 351
2024
Q4 		$819K Sell
2,451
-152
-6% -$51.2K 0.01% 342
2024
Q3 		$851K Sell
2,603
-199
-7% -$62.6K 0.01% 331
2024
Q2 		$865K Hold
2,802
– – 0.01% 309
2024
Q1 		$841K Sell
2,802
-33
-1% -$9.41K 0.01% 298
2023
Q4 		$776K Buy
2,835
+38
+1% +$9.69K 0.01% 289
2023
Q3 		$685K Sell
2,797
-49
-2% -$12.5K 0.01% 282
2023
Q2 		$724K Hold
2,846
– – 0.01% 273
2023
Q1 		$670K Hold
2,846
– – 0.01% 276
2022
Q4 		$628K Hold
2,846
– – 0.01% 277
2022
Q3 		$589K Buy
2,846
+246
+9% +$56.6K 0.01% 260
2022
Q2 		$565K Sell
2,600
-415
-14% -$98.3K 0.01% 278
2022
Q1 		$791K Buy
3,015
+1,284
+74% +$332K 0.01% 236
2021
Q4 		$480K Buy
+1,731
New +$469K 0.01% 288

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers's IWV Position: Q2 2026 in Review

Valmark Advisers increased its iShares Russell 3000 ETF (IWV) stake by 0.3% in Q2 2026, buying an estimated $2.47K and bringing the position to 2,021 shares worth $862K. The position accounts for 0.01% of the portfolio, ranked #387.

Valmark Advisers first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $865K in Q2 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Valmark Advisers held 2,021 shares of iShares Russell 3000 ETF worth $862K as of Q2 2026.
  • Valmark Advisers bought 6 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.47K.
  • iShares Russell 3000 ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #387 holding.
  • Valmark Advisers first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Valmark Advisers's iShares Russell 3000 ETF position peaked at $865K in Q2 2024.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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