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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Venture Visionary Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 3.3% in Q2 2026, buying an estimated $230K and bringing the position to 34,039 shares worth $7.53M. The position accounts for 0.21% of the portfolio, ranked #119.

Venture Visionary Partners first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.1M in Q1 2023. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Venture Visionary Partners held 34,039 shares of iShares Russell 2000 Value ETF worth $7.53M as of Q2 2026.
Venture Visionary Partners bought 1,100 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $230K.
iShares Russell 2000 Value ETF made up 0.21% of Venture Visionary Partners's portfolio in Q2 2026, its #119 holding.
Venture Visionary Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
Venture Visionary Partners's iShares Russell 2000 Value ETF position peaked at $18.1M in Q1 2023.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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