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

Venture Visionary Partners’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$917K Hold
2,568
– – 0.02% 369
2026
Q2 		$1.01M Hold
2,568
– – 0.03% 342
2026
Q1 		$806K Sell
2,568
-118
-4% -$39.3K 0.03% 349
2025
Q4 		$868K Sell
2,686
-63
-2% -$20.5K 0.03% 336
2025
Q3 		$880K Sell
2,749
-54
-2% -$16.3K 0.03% 312
2025
Q2 		$801K Sell
2,803
-40,352
-94% -$10.6M 0.03% 312
2025
Q1 		$11M Buy
43,155
+114
+0.3% +$32.2K 0.46% 53
2024
Q4 		$12.4M Buy
43,041
+1,878
+5% +$556K 0.52% 46
2024
Q3 		$11.7M Buy
41,163
+1,916
+5% +$525K 0.51% 49
2024
Q2 		$10.3M Buy
+39,247
New +$10.2M 0.47% 53
2022
Q3 		– Sell
-234
Closed -$48.3K – 1004
2022
Q2 		$48.3K Buy
+234
New +$52.2K ﹤0.01% 812

Other funds holding IWO

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

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

Venture Visionary Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 2,568 shares worth $917K. The position accounts for 0.02% of the portfolio, ranked #369.

Venture Visionary Partners first reported a position in IWO in Q2 2022 and has held it in 11 quarters since. The position peaked at $12.4M in Q4 2024. 40 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Venture Visionary Partners held 2,568 shares of iShares Russell 2000 Growth ETF worth $917K as of Q3 2026.
  • Venture Visionary Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #369 holding.
  • Venture Visionary Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 11 quarters since.
  • Venture Visionary Partners's iShares Russell 2000 Growth ETF position peaked at $12.4M in Q4 2024.
  • 40 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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