VVP
IWR icon

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

Venture Visionary Partners’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.4M Sell
22,529
-89
-0.4% -$9.85K 0.06% 226
2026
Q2 		$2.5M Sell
22,618
-340
-1% -$35.8K 0.07% 215
2026
Q1 		$2.23M Sell
22,958
-173
-0.7% -$17.3K 0.07% 204
2025
Q4 		$2.23M Sell
23,131
-115
-0.5% -$11.1K 0.07% 209
2025
Q3 		$2.24M Buy
23,246
+17
+0.1% +$1.61K 0.08% 193
2025
Q2 		$2.14M Buy
23,229
+477
+2% +$41.2K 0.08% 189
2025
Q1 		$1.94M Sell
22,752
-662
-3% -$59K 0.08% 194
2024
Q4 		$2.07M Buy
23,414
+1,321
+6% +$120K 0.09% 183
2024
Q3 		$1.95M Sell
22,093
-998
-4% -$84.1K 0.08% 193
2024
Q2 		$1.87M Buy
23,091
+104
+0.5% +$8.46K 0.09% 199
2024
Q1 		$1.93M Sell
22,987
-198
-0.9% -$15.7K 0.09% 193
2023
Q4 		$1.8M Sell
23,185
-148
-0.6% -$10.5K 0.1% 190
2023
Q3 		$1.62M Sell
23,333
-56
-0.2% -$4.08K 0.1% 189
2023
Q2 		$1.71M Buy
23,389
+1,001
+4% +$69.6K 0.1% 177
2023
Q1 		$1.57M Sell
22,388
-2,263
-9% -$160K 0.1% 183
2022
Q4 		$1.66M Sell
24,651
-595
-2% -$40.1K 0.12% 152
2022
Q3 		$1.57M Sell
25,246
-94
-0.4% -$6.47K 0.13% 146
2022
Q2 		$1.64M Buy
25,340
+1,096
+5% +$78K 0.12% 140
2022
Q1 		$1.89M Sell
24,244
-2,585
-10% -$199K 0.13% 147
2021
Q4 		$2.23M Buy
26,829
+1,765
+7% +$145K 0.14% 128
2021
Q3 		$1.96M Buy
25,064
+412
+2% +$33K 0.14% 136
2021
Q2 		$1.95M Sell
24,652
-3,257
-12% -$253K 0.16% 125
2021
Q1 		$2.06M Buy
27,909
+9,112
+48% +$659K 0.17% 114
2020
Q4 		$1.29M Buy
18,797
+8,097
+76% +$516K 0.14% 121
2020
Q3 		$613K Buy
10,700
+112
+1% +$6.38K 0.15% 95
2020
Q2 		$567K Sell
10,588
-6,682
-39% -$335K 0.16% 83
2020
Q1 		$745K Sell
17,270
-1,818
-10% -$100K 0.28% 58
2019
Q4 		$1.14M Buy
+19,088
New +$1.1M 0.35% 47

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

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

Venture Visionary Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.39% in Q3 2026, selling an estimated $9.85K and leaving 22,529 shares worth $2.4M. The position accounts for 0.06% of the portfolio, ranked #226.

Venture Visionary Partners first reported a position in IWR in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.5M in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Venture Visionary Partners held 22,529 shares of iShares Russell Mid-Cap ETF worth $2.4M as of Q3 2026.
  • Venture Visionary Partners sold 89 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $9.85K.
  • iShares Russell Mid-Cap ETF made up 0.06% of Venture Visionary Partners's portfolio in Q3 2026, its #226 holding.
  • Venture Visionary Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Venture Visionary Partners's iShares Russell Mid-Cap ETF position peaked at $2.5M in Q2 2026.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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