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Ishares Tr rus200 idx etf shares owned by ValMark Advisers

Quarter-by-quarter ownership of Ishares Tr rus200 idx etf (IWL) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Ishares Tr rus200 idx etf

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All positions including Ishares Tr rus200 idx etf held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 idx etf by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 17k 140.44
2024-06-30 $2.4M 18k 133.95
2024-03-31 $2.3M 18k 127.12
2023-12-31 $2.1M 18k 115.09
2023-09-30 $1.9M 19k 103.37
2023-06-30 $1.9M 18k 106.64
2023-03-31 $1.4M 14k 97.31
2022-12-31 $1.3M 14k 89.97
2022-09-30 $985k 12k 84.86
2022-06-30 $1.3M 14k 89.82
2022-03-31 $3.2M 30k 108.09
2021-12-31 $3.4M 30k 113.95
2021-09-30 $3.1M 30k 103.04
2021-06-30 $2.2M 22k 102.80
2021-03-31 $1.7M 18k 94.72
2020-12-31 $2.8M 31k 90.29
2020-09-30 $4.4M 54k 81.19