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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,594	Closed	-$225K	–	678
2025 Q4	$225K	Buy	+1,594	New	+$223K	0.01%	584
2023 Q2	–	Sell	-2,652	Closed	-$282K	–	537
2023 Q1	$282K	Buy	+2,652	New	+$289K	0.02%	417
2022 Q3	–	Sell	-1,114	Closed	-$113K	–	1005
2022 Q2	$113K	Buy	+1,114	New	+$125K	0.01%	572

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Venture Visionary Partners's IWS Position: Q1 2026 in Review

Venture Visionary Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 1,594 shares — an estimated $225K sold.

Venture Visionary Partners first reported a position in IWS in Q2 2022 and held it in 3 quarters. The position peaked at $282K in Q1 2023. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Venture Visionary Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Venture Visionary Partners sold 1,594 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $225K.
Venture Visionary Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and held it in 3 quarters.
Venture Visionary Partners's iShares Russell Mid-Cap Value ETF position peaked at $282K in Q1 2023.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.