VVP
IWP icon

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
Q3 		$1.61M Buy
11,694
+1
+0% +$140 0.04% 280
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

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

Venture Visionary Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.01% in Q3 2026, buying an estimated $140 and bringing the position to 11,694 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #280.

Venture Visionary Partners first reported a position in IWP in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.71M in Q2 2026. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Venture Visionary Partners held 11,694 shares of iShares Russell Mid-Cap Growth ETF worth $1.61M as of Q3 2026.
  • Venture Visionary Partners bought 1 iShares Russell Mid-Cap Growth ETF share in Q3 2026, an estimated $140.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of Venture Visionary Partners's portfolio in Q3 2026, its #280 holding.
  • Venture Visionary Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Venture Visionary Partners's iShares Russell Mid-Cap Growth ETF position peaked at $1.71M in Q2 2026.
  • 75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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