iShares Russell 3000 Index shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $548k | 1.4k | 386.86 |
| 2025-09-30 | $583k | 1.5k | 379.01 |
| 2025-06-30 | $854k | 2.4k | 350.94 |
| 2025-03-31 | $776k | 2.4k | 317.63 |
| 2024-12-31 | $819k | 2.5k | 334.28 |
| 2024-09-30 | $851k | 2.6k | 326.78 |
| 2024-06-30 | $865k | 2.8k | 308.72 |
| 2024-03-31 | $841k | 2.8k | 300.06 |
| 2023-12-31 | $776k | 2.8k | 273.75 |
| 2023-09-30 | $685k | 2.8k | 245.06 |
| 2023-06-30 | $724k | 2.8k | 254.48 |
| 2023-03-31 | $670k | 2.8k | 235.41 |
| 2022-12-31 | $628k | 2.8k | 220.68 |
| 2022-09-30 | $589k | 2.8k | 206.96 |
| 2022-06-30 | $565k | 2.6k | 217.31 |
| 2022-03-31 | $791k | 3.0k | 262.35 |
| 2021-12-31 | $480k | 1.7k | 277.30 |