ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 214,795 Value ($000) $20,225 Avg Close Range
Q3 2025
Shares 216,971 Value ($000) $20,643 Avg Close Range
Q2 2025
Shares 219,956 Value ($000) $20,647 Avg Close Range
Q1 2025
Shares 219,526 Value ($000) $20,561 Avg Close Range
Q4 2024
Shares 226,996 Value ($000) $20,155 Avg Close Range
Q3 2024
Shares 219,949 Value ($000) $20,084 Avg Close Range
Q2 2024
Shares 218,465 Value ($000) $18,342 Avg Close Range
Q1 2024
Shares 211,632 Value ($000) $17,688 Avg Close Range
Q4 2023
Shares 212,211 Value ($000) $16,559 Avg Close Range
Q3 2023
Shares 222,776 Value ($000) $16,125 Avg Close Range
Q2 2023
Shares 221,653 Value ($000) $16,475 Avg Close Range
Q1 2023
Shares 210,043 Value ($000) $15,279 Avg Close Range
Q4 2022
Shares 215,336 Value ($000) $15,526 Avg Close Range
Q3 2022
Shares 227,626 Value ($000) $15,046 Avg Close Range
Q2 2022
Shares 220,176 Value ($000) $15,459 Avg Close Range
Q1 2022
Shares 211,947 Value ($000) $16,441 Avg Close Range
Q4 2021
Shares 212,455 Value ($000) $17,188 Avg Close Range
Q3 2021
Shares 54,698 Value ($000) $4,020 Avg Close Range