iShares Russell 1000 Growth Index shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 13k | 468.39 |
| 2025-06-30 | $5.5M | 13k | 424.57 |
| 2025-03-31 | $4.8M | 13k | 361.10 |
| 2024-12-31 | $5.3M | 13k | 401.59 |
| 2024-09-30 | $4.8M | 13k | 375.39 |
| 2024-06-30 | $4.3M | 12k | 364.51 |
| 2024-03-31 | $4.1M | 12k | 337.06 |
| 2023-12-31 | $3.7M | 12k | 303.17 |
| 2023-09-30 | $3.4M | 13k | 266.00 |
| 2023-06-30 | $2.5M | 9.2k | 275.19 |
| 2023-03-31 | $2.3M | 9.3k | 244.34 |
| 2022-12-31 | $1.8M | 8.3k | 214.24 |
| 2022-09-30 | $1.7M | 8.1k | 210.44 |
| 2022-06-30 | $1.7M | 7.9k | 218.68 |
| 2022-03-31 | $2.2M | 7.9k | 277.63 |
| 2021-12-31 | $2.3M | 7.4k | 305.61 |
| 2021-09-30 | $2.1M | 7.8k | 274.07 |
| 2021-06-30 | $2.0M | 7.3k | 271.44 |
| 2021-03-31 | $1.7M | 7.1k | 243.06 |
| 2020-12-31 | $1.6M | 6.8k | 241.18 |
| 2020-09-30 | $1.5M | 6.8k | 216.83 |
| 2020-06-30 | $1.3M | 6.8k | 192.02 |
| 2020-03-31 | $1.2M | 8.2k | 150.66 |
| 2019-12-31 | $1.6M | 8.9k | 175.93 |
| 2019-09-30 | $1.2M | 7.3k | 159.56 |
| 2019-06-30 | $1.1M | 7.2k | 157.33 |
| 2019-03-31 | $1.1M | 7.4k | 151.31 |
| 2018-12-31 | $980k | 7.5k | 130.95 |
| 2018-09-30 | $1.2M | 7.5k | 156.00 |
| 2018-06-30 | $761k | 5.3k | 143.80 |
| 2018-03-31 | $667k | 4.9k | 136.04 |
| 2017-12-31 | $699k | 5.2k | 134.60 |
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