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

Venture Visionary Partners’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$454K	Buy	1,108 +2	+0.2%	+$793	0.01%	491
2026 Q1	$394K	Hold	1,106	–	–	0.01%	459
2025 Q4	$413K	Sell	1,106 -15	-1%	-$5.56K	0.01%	464
2025 Q3	$410K	Hold	1,121	–	–	0.01%	459
2025 Q2	$381K	Hold	1,121	–	–	0.01%	457
2025 Q1	$344K	Hold	1,121	–	–	0.01%	443
2024 Q4	$361K	Buy	1,121 +273	+32%	+$88.4K	0.02%	432
2024 Q3	$267K	Hold	848	–	–	0.01%	475
2024 Q2	$252K	Hold	848	–	–	0.01%	485
2024 Q1	$244K	Buy	848 +45	+6%	+$12.3K	0.01%	488
2023 Q4	$211K	Buy	+803	New	+$197K	0.01%	480
2022 Q3	–	Sell	-208	Closed	-$43.2K	–	1003
2022 Q2	$43.2K	Buy	+208	New	+$47K	﹤0.01%	836

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Venture Visionary Partners increased its iShares Russell 1000 ETF (IWB) stake by 0.18% in Q2 2026, buying an estimated $793 and bringing the position to 1,108 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #491.

Venture Visionary Partners first reported a position in IWB in Q2 2022 and has held it in 12 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Venture Visionary Partners held 1,108 shares of iShares Russell 1000 ETF worth $454K as of Q2 2026.
Venture Visionary Partners bought 2 iShares Russell 1000 ETF shares in Q2 2026, an estimated $793.
iShares Russell 1000 ETF made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #491 holding.
Venture Visionary Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 12 quarters since.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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