Venture Visionary Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Venture Visionary Partners’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.71M	Buy	11,693 +1	+0%	+$138	0.05%	263
2026 Q1	$1.5M	Buy	11,692 +36	+0.3%	+$4.87K	0.05%	267
2025 Q4	$1.6M	Buy	11,656 +1	+0%	+$140	0.05%	253
2025 Q3	$1.66M	Buy	11,655 +1	+0%	+$141	0.06%	233
2025 Q2	$1.62M	Sell	11,654 -99	-0.8%	-$12.5K	0.06%	231
2025 Q1	$1.38M	Buy	11,753 +64	+0.5%	+$8.23K	0.06%	243
2024 Q4	$1.48M	Sell	11,689 -36	-0.3%	-$4.58K	0.06%	234
2024 Q3	$1.38M	Sell	11,725 -147	-1%	-$16.4K	0.06%	239
2024 Q2	$1.31M	Sell	11,872 -405	-3%	-$44.5K	0.06%	243
2024 Q1	$1.4M	Sell	12,277 -76	-0.6%	-$8.22K	0.07%	230
2023 Q4	$1.29M	Sell	12,353 -338	-3%	-$32K	0.07%	228
2023 Q3	$1.16M	Sell	12,691 -800	-6%	-$76.5K	0.07%	228
2023 Q2	$1.3M	Sell	13,491 -1,177	-8%	-$107K	0.08%	207
2023 Q1	$1.34M	Buy	14,668 +1,530	+12%	+$137K	0.08%	197
2022 Q4	$1.1M	Sell	13,138 -581	-4%	-$48.9K	0.08%	205
2022 Q3	$1.07M	Sell	13,719 -205	-1%	-$17.6K	0.09%	192
2022 Q2	$1.1M	Buy	13,924 +2	+0%	+$174	0.08%	183
2022 Q1	$1.4M	Sell	13,922 -112	-0.8%	-$11.2K	0.09%	177
2021 Q4	$1.62M	Sell	14,034 -251	-2%	-$29.3K	0.11%	160
2021 Q3	$1.6M	Hold	14,285	–	–	0.11%	155
2021 Q2	$1.62M	Sell	14,285 -1,515	-10%	-$162K	0.13%	149
2021 Q1	$1.61M	Buy	15,800 +698	+5%	+$73K	0.13%	137
2020 Q4	$1.55M	Buy	15,102 +6,558	+77%	+$624K	0.17%	108
2020 Q3	$738K	Hold	8,544	–	–	0.18%	82
2020 Q2	$675K	Hold	8,544	–	–	0.2%	72
2020 Q1	$519K	Sell	8,544 -68	-0.8%	-$4.96K	0.2%	77
2019 Q4	$657K	Buy	+8,612	New	+$631K	0.2%	77

Other funds holding IWP

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

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

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

Venture Visionary Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.01% in Q2 2026, buying an estimated $138 and bringing the position to 11,693 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #263.

Venture Visionary Partners first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Venture Visionary Partners held 11,693 shares of iShares Russell Mid-Cap Growth ETF worth $1.71M as of Q2 2026.
Venture Visionary Partners bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Venture Visionary Partners's portfolio in Q2 2026, its #263 holding.
Venture Visionary Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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