ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 8,613 Value ($000) $2,120 Avg Close Range
Q3 2025
Shares 8,821 Value ($000) $2,134 Avg Close Range
Q2 2025
Shares 8,738 Value ($000) $1,886 Avg Close Range
Q1 2025
Shares 10,728 Value ($000) $2,140 Avg Close Range
Q4 2024
Shares 9,930 Value ($000) $2,194 Avg Close Range
Q3 2024
Shares 9,855 Value ($000) $2,177 Avg Close Range
Q2 2024
Shares 10,067 Value ($000) $2,042 Avg Close Range
Q1 2024
Shares 9,073 Value ($000) $1,908 Avg Close Range
Q4 2023
Shares 8,319 Value ($000) $1,670 Avg Close Range
Q3 2023
Shares 8,864 Value ($000) $1,567 Avg Close Range
Q2 2023
Shares 9,306 Value ($000) $1,743 Avg Close Range
Q1 2023
Shares 15,435 Value ($000) $2,754 Avg Close Range
Q4 2022
Shares 24,663 Value ($000) $4,300 Avg Close Range
Q3 2022
Shares 28,472 Value ($000) $4,696 Avg Close Range
Q2 2022
Shares 5,277 Value ($000) $894 Avg Close Range
Q1 2022
Shares 5,339 Value ($000) $1,096 Avg Close Range
Q4 2021
Shares 5,525 Value ($000) $1,229 Avg Close Range
Q3 2021
Shares 7,869 Value ($000) $1,721 Avg Close Range
Q2 2021
Shares 8,247 Value ($000) $1,892 Avg Close Range
Q1 2021
Shares 8,645 Value ($000) $1,910 Avg Close Range
Q4 2020
Shares 8,620 Value ($000) $1,690 Avg Close Range
Q3 2020
Shares 6,190 Value ($000) $927 Avg Close Range
Q2 2020
Shares 26,287 Value ($000) $3,764 Avg Close Range
Q1 2020
Shares 4,613 Value ($000) $528 Avg Close Range
Q4 2019
Shares 4,582 Value ($000) $759 Avg Close Range
Q3 2019
Shares 3,314 Value ($000) $502 Avg Close Range
Q2 2019
Shares 2,873 Value ($000) $447 Avg Close Range
Q1 2019
Shares 2,421 Value ($000) $371 Avg Close Range
Q4 2018
Shares 2,401 Value ($000) $321 Avg Close Range
Q3 2018
Shares 2,502 Value ($000) $422 Avg Close Range
Q2 2018
Shares 1,604 Value ($000) $263 Avg Close Range
Q1 2018
Shares 1,604 Value ($000) $244 Avg Close Range
Q4 2017
Shares 1,463 Value ($000) $223 Avg Close Range