ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

Valmark Advisers, Inc.'s Holding History (CIK: 0001380443)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 26,099 Value ($000) $5,490 Avg Close Range
Q3 2025
Shares 25,318 Value ($000) $5,155 Avg Close Range
Q2 2025
Shares 24,067 Value ($000) $4,675 Avg Close Range
Q1 2025
Shares 23,786 Value ($000) $4,476 Avg Close Range
Q4 2024
Shares 23,492 Value ($000) $4,349 Avg Close Range
Q3 2024
Shares 22,590 Value ($000) $4,288 Avg Close Range
Q2 2024
Shares 21,821 Value ($000) $3,807 Avg Close Range
Q1 2024
Shares 21,784 Value ($000) $3,902 Avg Close Range
Q4 2023
Shares 21,619 Value ($000) $3,573 Avg Close Range
Q3 2023
Shares 19,801 Value ($000) $3,006 Avg Close Range
Q2 2023
Shares 11,600 Value ($000) $1,831 Avg Close Range
Q1 2023
Shares 11,668 Value ($000) $1,777 Avg Close Range
Q4 2022
Shares 10,171 Value ($000) $1,542 Avg Close Range
Q3 2022
Shares 10,120 Value ($000) $1,376 Avg Close Range
Q2 2022
Shares 10,117 Value ($000) $1,467 Avg Close Range
Q1 2022
Shares 9,571 Value ($000) $1,589 Avg Close Range
Q4 2021
Shares 8,667 Value ($000) $1,455 Avg Close Range
Q3 2021
Shares 8,761 Value ($000) $1,371 Avg Close Range
Q2 2021
Shares 8,553 Value ($000) $1,357 Avg Close Range
Q1 2021
Shares 8,383 Value ($000) $1,270 Avg Close Range
Q4 2020
Shares 7,917 Value ($000) $1,083 Avg Close Range
Q3 2020
Shares 7,535 Value ($000) $890 Avg Close Range
Q2 2020
Shares 7,602 Value ($000) $856 Avg Close Range
Q1 2020
Shares 9,061 Value ($000) $899 Avg Close Range
Q4 2019
Shares 9,551 Value ($000) $1,304 Avg Close Range
Q3 2019
Shares 7,602 Value ($000) $975 Avg Close Range
Q2 2019
Shares 6,946 Value ($000) $884 Avg Close Range
Q1 2019
Shares 7,088 Value ($000) $875 Avg Close Range
Q4 2018
Shares 7,075 Value ($000) $786 Avg Close Range
Q3 2018
Shares 6,950 Value ($000) $880 Avg Close Range
Q2 2018
Shares 4,635 Value ($000) $563 Avg Close Range
Q1 2018
Shares 4,317 Value ($000) $518 Avg Close Range
Q4 2017
Shares 4,051 Value ($000) $504 Avg Close Range