VVP
IWM icon

Venture Visionary Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Venture Visionary Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.93M Sell
26,388
-9
-0% -$2.53K 0.22% 115
2026
Q1 		$6.55M Sell
26,397
-79
-0.3% -$20.4K 0.22% 113
2025
Q4 		$6.52M Sell
26,476
-384
-1% -$94.4K 0.21% 110
2025
Q3 		$6.5M Sell
26,860
-650
-2% -$149K 0.22% 110
2025
Q2 		$5.94M Sell
27,510
-314
-1% -$63.2K 0.22% 109
2025
Q1 		$5.55M Sell
27,824
-1,456
-5% -$316K 0.23% 108
2024
Q4 		$6.47M Buy
29,280
+642
+2% +$146K 0.27% 96
2024
Q3 		$6.33M Buy
28,638
+770
+3% +$165K 0.27% 95
2024
Q2 		$5.65M Buy
27,868
+111
+0.4% +$22.4K 0.26% 106
2024
Q1 		$5.84M Buy
27,757
+504
+2% +$101K 0.28% 95
2023
Q4 		$5.47M Buy
27,253
+3,219
+13% +$577K 0.29% 91
2023
Q3 		$4.25M Buy
24,034
+2,457
+11% +$461K 0.26% 100
2023
Q2 		$4.04M Buy
21,577
+1,968
+10% +$351K 0.24% 107
2023
Q1 		$3.5M Buy
19,609
+3,867
+25% +$712K 0.22% 115
2022
Q4 		$2.74M Sell
15,742
-453
-3% -$80.6K 0.2% 112
2022
Q3 		$2.67M Sell
16,195
-826
-5% -$151K 0.22% 106
2022
Q2 		$2.88M Sell
17,021
-45,964
-73% -$8.47M 0.22% 98
2022
Q1 		$12.9M Sell
62,985
-18,075
-22% -$3.69M 0.86% 28
2021
Q4 		$17.8M Sell
81,060
-8,416
-9% -$1.9M 1.16% 17
2021
Q3 		$19.6M Buy
89,476
+3,205
+4% +$711K 1.4% 12
2021
Q2 		$19.8M Buy
86,271
+7,136
+9% +$1.6M 1.59% 11
2021
Q1 		$17.5M Buy
79,135
+7,225
+10% +$1.58M 1.46% 14
2020
Q4 		$14.1M Buy
71,910
+8,980
+14% +$1.57M 1.55% 14
2020
Q3 		$9.67M Buy
62,930
+2,474
+4% +$372K 2.36% 12
2020
Q2 		$8.66M Buy
+60,456
New +$7.93M 2.52% 9

Other funds holding IWM

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Venture Visionary Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.03% in Q2 2026, selling an estimated $2.53K and leaving 26,388 shares worth $7.93M. The position accounts for 0.22% of the portfolio, ranked #115.

Venture Visionary Partners first reported a position in IWM in Q2 2020 and has held it in 25 quarters since. The position peaked at $19.8M in Q2 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Venture Visionary Partners held 26,388 shares of iShares Russell 2000 ETF worth $7.93M as of Q2 2026.
  • Venture Visionary Partners sold 9 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.53K.
  • iShares Russell 2000 ETF made up 0.22% of Venture Visionary Partners's portfolio in Q2 2026, its #115 holding.
  • Venture Visionary Partners first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 25 quarters since.
  • Venture Visionary Partners's iShares Russell 2000 ETF position peaked at $19.8M in Q2 2021.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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