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 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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

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

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

Venture Visionary Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,568 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #342.

Venture Visionary Partners first reported a position in IWO in Q2 2022 and has held it in 10 quarters since. The position peaked at $12.4M in Q4 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Venture Visionary Partners held 2,568 shares of iShares Russell 2000 Growth ETF worth $1.01M as of Q2 2026.
Venture Visionary Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.03% of Venture Visionary Partners's portfolio in Q2 2026, its #342 holding.
Venture Visionary Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 10 quarters since.
Venture Visionary Partners's iShares Russell 2000 Growth ETF position peaked at $12.4M in Q4 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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