VVP
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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
Q3 		$443K Sell
1,064
-44
-4% -$18.3K 0.01% 494
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

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Venture Visionary Partners's IWB Position: Q3 2026 in Review

Venture Visionary Partners reduced its iShares Russell 1000 ETF (IWB) stake by 4% in Q3 2026, selling an estimated $18.3K and leaving 1,064 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #494.

Venture Visionary Partners first reported a position in IWB in Q2 2022 and has held it in 13 quarters since. The position peaked at $454K in Q2 2026. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Venture Visionary Partners held 1,064 shares of iShares Russell 1000 ETF worth $443K as of Q3 2026.
  • Venture Visionary Partners sold 44 iShares Russell 1000 ETF shares in Q3 2026, an estimated $18.3K.
  • iShares Russell 1000 ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #494 holding.
  • Venture Visionary Partners first reported a position in iShares Russell 1000 ETF in Q2 2022 and has held it in 13 quarters since.
  • Venture Visionary Partners's iShares Russell 1000 ETF position peaked at $454K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.