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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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Venture Visionary Partners's IWM Position: Q1 2026 in Review

Venture Visionary Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.3% in Q1 2026, selling an estimated $20.4K and leaving 26,397 shares worth $6.55M. The position accounts for 0.22% of the portfolio, ranked #113.

Venture Visionary Partners first reported a position in IWM in Q2 2020 and has held it in 24 quarters since. The position peaked at $19.8M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Venture Visionary Partners held 26,397 shares of iShares Russell 2000 ETF worth $6.55M as of Q1 2026.
  • Venture Visionary Partners sold 79 iShares Russell 2000 ETF shares in Q1 2026, an estimated $20.4K.
  • iShares Russell 2000 ETF made up 0.22% of Venture Visionary Partners's portfolio in Q1 2026, its #113 holding.
  • Venture Visionary Partners first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 24 quarters since.
  • Venture Visionary Partners's iShares Russell 2000 ETF position peaked at $19.8M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.