VVP
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Venture Visionary Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Venture Visionary Partners’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.24M Buy
16,300
+850
+6% +$112K 0.06% 233
2026
Q1 		$1.75M Sell
15,450
-982
-6% -$118K 0.06% 247
2025
Q4 		$2.03M Sell
16,432
-301
-2% -$36.8K 0.07% 221
2025
Q3 		$2.02M Sell
16,733
-225
-1% -$25.9K 0.07% 205
2025
Q2 		$1.87M Buy
16,958
+618
+4% +$61.2K 0.07% 207
2025
Q1 		$1.52M Buy
16,340
+520
+3% +$52.4K 0.06% 231
2024
Q4 		$1.61M Buy
15,820
+371
+2% +$37K 0.07% 220
2024
Q3 		$1.48M Buy
15,449
+661
+4% +$61K 0.06% 236
2024
Q2 		$1.37M Buy
14,788
+50
+0.3% +$4.31K 0.06% 237
2024
Q1 		$1.24M Buy
14,738
+189
+1% +$15.2K 0.06% 249
2023
Q4 		$1.09M Sell
14,549
-1,054
-7% -$75K 0.06% 244
2023
Q3 		$1.07M Sell
15,603
-98
-0.6% -$6.93K 0.06% 237
2023
Q2 		$1.11M Sell
15,701
-398
-2% -$26.3K 0.07% 228
2023
Q1 		$1.03M Sell
16,099
-46
-0.3% -$2.81K 0.07% 230
2022
Q4 		$944K Sell
16,145
-151
-0.9% -$9.07K 0.07% 228
2022
Q3 		$942K Sell
16,296
-41
-0.3% -$2.66K 0.08% 211
2022
Q2 		$986K Buy
16,337
+5
+0% +$331 0.08% 204
2022
Q1 		$1.25M Buy
16,332
+5
+0% +$376 0.08% 198
2021
Q4 		$1.37M Sell
16,327
-334
-2% -$26.9K 0.09% 185
2021
Q3 		$1.23M Buy
16,661
+3,252
+24% +$248K 0.09% 182
2021
Q2 		$975K Sell
13,409
-1,042
-7% -$72.1K 0.08% 212
2021
Q1 		$940K Buy
14,451
+73
+0.5% +$4.72K 0.08% 204
2020
Q4 		$917K Buy
+14,378
New +$872K 0.1% 168

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Venture Visionary Partners's IVW Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 5.5% in Q2 2026, buying an estimated $112K and bringing the position to 16,300 shares worth $2.24M. The position accounts for 0.06% of the portfolio, ranked #233.

Venture Visionary Partners first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Venture Visionary Partners held 16,300 shares of iShares S&P 500 Growth ETF worth $2.24M as of Q2 2026.
  • Venture Visionary Partners bought 850 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $112K.
  • iShares S&P 500 Growth ETF made up 0.06% of Venture Visionary Partners's portfolio in Q2 2026, its #233 holding.
  • Venture Visionary Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.