VVP
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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
Q3 		$26.4M Sell
106,338
-1,372
-1% -$347K 0.69% 30
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

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

Venture Visionary Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.3% in Q3 2026, selling an estimated $347K and leaving 106,338 shares worth $26.4M. The position accounts for 0.69% of the portfolio, ranked #30.

Venture Visionary Partners first reported a position in IWD in Q3 2020 and has held it in 25 quarters since. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Venture Visionary Partners held 106,338 shares of iShares Russell 1000 Value ETF worth $26.4M as of Q3 2026.
  • Venture Visionary Partners sold 1,372 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $347K.
  • iShares Russell 1000 Value ETF made up 0.69% of Venture Visionary Partners's portfolio in Q3 2026, its #30 holding.
  • Venture Visionary Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 25 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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