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

Venture Visionary Partners’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.1M Buy
107,710
+710
+0.7% +$165K 0.73% 28
2026
Q1 		$22.9M Sell
107,000
-2,139
-2% -$468K 0.76% 25
2025
Q4 		$23M Buy
109,139
+614
+0.6% +$127K 0.75% 25
2025
Q3 		$22.1M Buy
108,525
+2,242
+2% +$446K 0.76% 26
2025
Q2 		$20.6M Buy
106,283
+2,207
+2% +$409K 0.77% 28
2025
Q1 		$19.6M Buy
104,076
+254
+0.2% +$48.4K 0.82% 27
2024
Q4 		$19.2M Buy
103,822
+4,665
+5% +$895K 0.81% 27
2024
Q3 		$18.8M Buy
99,157
+4,691
+5% +$855K 0.82% 26
2024
Q2 		$16.5M Sell
94,466
-445
-0.5% -$77.8K 0.76% 28
2024
Q1 		$17M Buy
94,911
+4,730
+5% +$800K 0.81% 24
2023
Q4 		$14.9M Buy
90,181
+85,251
+1,729% +$13.2M 0.79% 26
2023
Q3 		$748K Hold
4,930
– – 0.05% 275
2023
Q2 		$778K Buy
4,930
+940
+24% +$144K 0.05% 279
2023
Q1 		$608K Buy
3,990
+129
+3% +$19.9K 0.04% 306
2022
Q4 		$586K Sell
3,861
-509
-12% -$76.2K 0.04% 296
2022
Q3 		$594K Buy
4,370
+1,494
+52% +$225K 0.05% 272
2022
Q2 		$417K Buy
2,876
+125
+5% +$19.6K 0.03% 329
2022
Q1 		$456K Buy
2,751
+590
+27% +$96.9K 0.03% 337
2021
Q4 		$362K Hold
2,161
– – 0.02% 376
2021
Q3 		$338K Sell
2,161
-2,365
-52% -$379K 0.02% 375
2021
Q2 		$718K Sell
4,526
-31
-0.7% -$4.91K 0.06% 251
2021
Q1 		$690K Buy
4,557
+2,794
+158% +$404K 0.06% 251
2020
Q4 		$241K Hold
1,763
– – 0.03% 347
2020
Q3 		$208K Buy
+1,763
New +$209K 0.05% 184

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Venture Visionary Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.66% in Q2 2026, buying an estimated $165K and bringing the position to 107,710 shares worth $26.1M. The position accounts for 0.73% of the portfolio, ranked #28.

Venture Visionary Partners first reported a position in IWD in Q3 2020 and has held it in 24 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Venture Visionary Partners held 107,710 shares of iShares Russell 1000 Value ETF worth $26.1M as of Q2 2026.
  • Venture Visionary Partners bought 710 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $165K.
  • iShares Russell 1000 Value ETF made up 0.73% of Venture Visionary Partners's portfolio in Q2 2026, its #28 holding.
  • Venture Visionary Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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