ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 198,616 Value ($000) $33,356 Avg Close — Range —
Q3 2025
Shares 204,385 Value ($000) $33,629 Avg Close — Range —
Q2 2025
Shares 204,582 Value ($000) $30,769 Avg Close — Range —
Q1 2025
Shares 199,172 Value ($000) $25,311 Avg Close — Range —
Q4 2024
Shares 153,330 Value ($000) $21,367 Avg Close — Range —
Q3 2024
Shares 99,077 Value ($000) $13,069 Avg Close — Range —
Q2 2024
Shares 55,739 Value ($000) $7,106 Avg Close — Range —
Q1 2024
Shares 41,514 Value ($000) $4,866 Avg Close — Range —
Q4 2023
Shares 42,438 Value ($000) $4,418 Avg Close — Range —
Q3 2023
Shares 44,023 Value ($000) $4,175 Avg Close — Range —
Q2 2023
Shares 41,369 Value ($000) $4,039 Avg Close — Range —
Q1 2023
Shares 40,113 Value ($000) $3,561 Avg Close — Range —
Q4 2022
Shares 41,717 Value ($000) $3,401 Avg Close — Range —
Q3 2022
Shares 39,862 Value ($000) $3,196 Avg Close — Range —
Q2 2022
Shares 38,212 Value ($000) $3,198 Avg Close — Range —
Q1 2022
Shares 37,523 Value ($000) $3,965 Avg Close — Range —
Q4 2021
Shares 34,886 Value ($000) $4,034 Avg Close — Range —
Q3 2021
Shares 26,866 Value ($000) $2,751 Avg Close — Range —
Q2 2021
Shares 16,535 Value ($000) $1,670 Avg Close — Range —
Q1 2021
Shares 18,325 Value ($000) $1,664 Avg Close — Range —
Q4 2020
Shares 8,828 Value ($000) $783 Avg Close — Range —
Q3 2020
Shares 7,093 Value ($000) $567 Avg Close — Range —
Q4 2019
Shares 3,320 Value ($000) $225 Avg Close — Range —
Q3 2019
Shares 3,201 Value ($000) $201 Avg Close — Range —
Q2 2019
Shares 3,277 Value ($000) $205 Avg Close — Range —
Q3 2018
Shares 3,257 Value ($000) $202 Avg Close — Range —