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
2025
Q4 		– Sell
-400
Closed -$96.8K – 682
2025
Q3 		$96.8K Buy
400
+200
+100% +$45.9K ﹤0.01% 606
2025
Q2 		$43.2K Buy
+200
New +$40.2K ﹤0.01% 591
2024
Q2 		– Sell
-3,000
Closed -$631K – 569
2024
Q1 		$631K Buy
+3,000
New +$598K 0.03% 338

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Venture Visionary Partners increased its iShares Russell 2000 ETF (IWM) stake by 9% in Q3 2026, buying an estimated $696K and bringing the position to 28,757 shares worth $7.99M. The position accounts for 0.21% of the portfolio, ranked #120.

Venture Visionary Partners first reported a position in IWM in Q2 2020 and has held it in 26 quarters since. The position peaked at $19.8M in Q2 2021. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Venture Visionary Partners held 28,757 shares of iShares Russell 2000 ETF worth $7.99M as of Q3 2026.
  • Venture Visionary Partners bought 2,369 iShares Russell 2000 ETF shares in Q3 2026, an estimated $696K.
  • iShares Russell 2000 ETF made up 0.21% of Venture Visionary Partners's portfolio in Q3 2026, its #120 holding.
  • Venture Visionary Partners first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 26 quarters since.
  • Venture Visionary Partners's iShares Russell 2000 ETF position peaked at $19.8M in Q2 2021.
  • 99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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