Venture Visionary Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Hold
1,121
0.01% 452
2025
Q1
$344K Hold
1,121
0.01% 439
2024
Q4
$361K Buy
1,121
+273
+32% +$88K 0.02% 428
2024
Q3
$267K Hold
848
0.01% 474
2024
Q2
$252K Hold
848
0.01% 481
2024
Q1
$244K Buy
848
+45
+6% +$13K 0.01% 483
2023
Q4
$211K Buy
+803
New +$211K 0.01% 473
2022
Q3
Sell
-208
Closed -$43.2K 1003
2022
Q2
$43.2K Buy
+208
New +$43.2K ﹤0.01% 836