VA
Valmark Advisers’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Sell |
2,432
-10
| -0.4% | -$3.51K | 0.01% | 359 |
|
|
2025
Q1 | $776K | Sell |
2,442
-9
| -0.4% | -$2.86K | 0.01% | 350 |
|
|
2024
Q4 | $819K | Sell |
2,451
-152
| -6% | -$50.8K | 0.01% | 341 |
|
|
2024
Q3 | $851K | Sell |
2,603
-199
| -7% | -$65K | 0.01% | 330 |
|
|
2024
Q2 | $865K | Hold |
2,802
| – | – | 0.01% | 308 |
|
|
2024
Q1 | $841K | Sell |
2,802
-33
| -1% | -$9.9K | 0.01% | 297 |
|
|
2023
Q4 | $776K | Buy |
2,835
+38
| +1% | +$10.4K | 0.01% | 288 |
|
|
2023
Q3 | $685K | Sell |
2,797
-49
| -2% | -$12K | 0.01% | 281 |
|
|
2023
Q2 | $724K | Hold |
2,846
| – | – | 0.01% | 272 |
|
|
2023
Q1 | $670K | Hold |
2,846
| – | – | 0.01% | 275 |
|
|
2022
Q4 | $628K | Hold |
2,846
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $589K | Buy |
2,846
+246
| +9% | +$50.9K | 0.01% | 260 |
|
|
2022
Q2 | $565K | Sell |
2,600
-415
| -14% | -$90.2K | 0.01% | 278 |
|
|
2022
Q1 | $791K | Buy |
3,015
+1,284
| +74% | +$337K | 0.01% | 236 |
|
|
2021
Q4 | $480K | Buy |
+1,731
| New | +$480K | 0.01% | 287 |
|