VVP
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Venture Visionary Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Venture Visionary Partners’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.41M Buy
35,375
+1,336
+4% +$295K 0.19% 123
2026
Q2 		$7.53M Buy
34,039
+1,100
+3% +$230K 0.21% 119
2026
Q1 		$6.25M Sell
32,939
-215
-0.6% -$41.6K 0.21% 118
2025
Q4 		$6.01M Sell
33,154
-183
-0.5% -$32.9K 0.2% 113
2025
Q3 		$5.89M Buy
33,337
+104
+0.3% +$17.6K 0.2% 116
2025
Q2 		$5.24M Sell
33,233
-127
-0.4% -$18.9K 0.2% 117
2025
Q1 		$5.04M Sell
33,360
-7,691
-19% -$1.24M 0.21% 118
2024
Q4 		$6.74M Sell
41,051
-521
-1% -$88.9K 0.29% 92
2024
Q3 		$6.94M Sell
41,572
-2,861
-6% -$465K 0.3% 86
2024
Q2 		$6.77M Sell
44,433
-57
-0.1% -$8.72K 0.31% 88
2024
Q1 		$7.07M Buy
44,490
+346
+0.8% +$52.4K 0.34% 77
2023
Q4 		$6.86M Sell
44,144
-48,510
-52% -$6.72M 0.36% 78
2023
Q3 		$12.6M Buy
92,654
+944
+1% +$135K 0.76% 27
2023
Q2 		$12.9M Sell
91,710
-40,154
-30% -$5.43M 0.76% 26
2023
Q1 		$18.1M Buy
131,864
+86,490
+191% +$12.5M 1.14% 16
2022
Q4 		$6.29M Buy
45,374
+302
+0.7% +$42.6K 0.46% 58
2022
Q3 		$5.81M Buy
45,072
+6,984
+18% +$1.01M 0.47% 54
2022
Q2 		$5.19M Sell
38,088
-57,880
-60% -$8.61M 0.39% 63
2022
Q1 		$15.5M Buy
95,968
+88,037
+1,110% +$14M 1.03% 22
2021
Q4 		$1.32M Buy
+7,931
New +$1.32M 0.09% 192

Other funds holding IWN

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

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

Venture Visionary Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 3.9% in Q3 2026, buying an estimated $295K and bringing the position to 35,375 shares worth $7.41M. The position accounts for 0.19% of the portfolio, ranked #123.

Venture Visionary Partners first reported a position in IWN in Q4 2021 and has held it in 20 quarters since. The position peaked at $18.1M in Q1 2023. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Venture Visionary Partners held 35,375 shares of iShares Russell 2000 Value ETF worth $7.41M as of Q3 2026.
  • Venture Visionary Partners bought 1,336 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $295K.
  • iShares Russell 2000 Value ETF made up 0.19% of Venture Visionary Partners's portfolio in Q3 2026, its #123 holding.
  • Venture Visionary Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Venture Visionary Partners's iShares Russell 2000 Value ETF position peaked at $18.1M in Q1 2023.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

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