iShares Russell 2000 Index shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 8.8k | 241.96 |
| 2025-06-30 | $1.9M | 8.7k | 215.78 |
| 2025-03-31 | $2.1M | 11k | 199.49 |
| 2024-12-31 | $2.2M | 9.9k | 220.95 |
| 2024-09-30 | $2.2M | 9.9k | 220.88 |
| 2024-06-30 | $2.0M | 10k | 202.89 |
| 2024-03-31 | $1.9M | 9.1k | 210.30 |
| 2023-12-31 | $1.7M | 8.3k | 200.70 |
| 2023-09-30 | $1.6M | 8.9k | 176.74 |
| 2023-06-30 | $1.7M | 9.3k | 187.27 |
| 2023-03-31 | $2.8M | 15k | 178.40 |
| 2022-12-31 | $4.3M | 25k | 174.36 |
| 2022-09-30 | $4.7M | 29k | 164.93 |
| 2022-06-30 | $894k | 5.3k | 169.41 |
| 2022-03-31 | $1.1M | 5.3k | 205.28 |
| 2021-12-31 | $1.3M | 5.9k | 222.44 |
| 2021-09-30 | $2.9M | 14k | 218.71 |
| 2021-06-30 | $3.9M | 17k | 229.42 |
| 2021-03-31 | $3.8M | 17k | 220.94 |
| 2020-12-31 | $3.4M | 17k | 196.06 |
| 2020-09-30 | $1.8M | 12k | 150.00 |
| 2020-06-30 | $4.1M | 29k | 142.73 |
| 2020-03-31 | $827k | 7.2k | 114.67 |
| 2019-12-31 | $1.2M | 7.2k | 165.45 |
| 2019-09-30 | $502k | 3.3k | 151.48 |
| 2019-06-30 | $447k | 2.9k | 155.59 |
| 2019-03-31 | $371k | 2.4k | 153.24 |
| 2018-12-31 | $321k | 2.4k | 133.69 |
| 2018-09-30 | $422k | 2.5k | 168.67 |
| 2018-06-30 | $263k | 1.6k | 163.97 |
| 2018-03-31 | $244k | 1.6k | 152.12 |
| 2017-12-31 | $223k | 1.5k | 152.43 |