VA
Valmark Advisers’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6M | Buy |
103,763
+1,862
| +2% | +$459K | 0.36% | 44 |
|
|
2025
Q1 | $21.5M | Sell |
101,901
-1,598
| -2% | -$337K | 0.32% | 47 |
|
|
2024
Q4 | $24.4M | Buy |
103,499
+10,391
| +11% | +$2.44M | 0.38% | 41 |
|
|
2024
Q3 | $20.5M | Sell |
93,108
-768
| -0.8% | -$169K | 0.32% | 49 |
|
|
2024
Q2 | $20.1M | Sell |
93,876
-1,075
| -1% | -$231K | 0.34% | 44 |
|
|
2024
Q1 | $18.5M | Buy |
94,951
+5,895
| +7% | +$1.15M | 0.32% | 48 |
|
|
2023
Q4 | $15.6M | Sell |
89,056
-14,653
| -14% | -$2.57M | 0.29% | 47 |
|
|
2023
Q3 | $16M | Buy |
103,709
+4,864
| +5% | +$748K | 0.33% | 47 |
|
|
2023
Q2 | $15.7M | Buy |
98,845
+7,410
| +8% | +$1.17M | 0.32% | 46 |
|
|
2023
Q1 | $12.7M | Buy |
91,435
+2,219
| +2% | +$308K | 0.27% | 50 |
|
|
2022
Q4 | $10.8M | Buy |
89,216
+27,710
| +45% | +$3.34M | 0.25% | 52 |
|
|
2022
Q3 | $7.35M | Sell |
61,506
-804
| -1% | -$96.1K | 0.15% | 52 |
|
|
2022
Q2 | $7.8M | Buy |
62,310
+10,059
| +19% | +$1.26M | 0.15% | 54 |
|
|
2022
Q1 | $8.3M | Buy |
+52,251
| New | +$8.3M | 0.15% | 54 |
|