VVP
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Venture Visionary Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Venture Visionary Partners’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.66M Buy
15,187
+28
+0.2% +$3.1K 0.04% 273
2026
Q2 		$1.59M Buy
15,159
+112
+0.7% +$11.3K 0.04% 278
2026
Q1 		$1.39M Buy
15,047
+30
+0.2% +$2.85K 0.05% 273
2025
Q4 		$1.38M Buy
15,017
+34
+0.2% +$3.05K 0.05% 269
2025
Q3 		$1.32M Buy
14,983
+34
+0.2% +$2.92K 0.05% 264
2025
Q2 		$1.26M Buy
14,949
+36
+0.2% +$2.9K 0.05% 260
2025
Q1 		$1.23M Buy
14,913
+27
+0.2% +$2.22K 0.05% 255
2024
Q4 		$1.18M Buy
14,886
+49
+0.3% +$4.02K 0.05% 254
2024
Q3 		$1.21M Buy
14,837
+34
+0.2% +$2.65K 0.05% 256
2024
Q2 		$1.11M Buy
14,803
+34
+0.2% +$2.54K 0.05% 260
2024
Q1 		$1.13M Buy
14,769
+34
+0.2% +$2.46K 0.05% 261
2023
Q4 		$1.03M Buy
14,735
+98
+0.7% +$6.5K 0.05% 254
2023
Q3 		$957K Hold
14,637
– – 0.06% 247
2023
Q2 		$987K Sell
14,637
-546
-4% -$35.9K 0.06% 245
2023
Q1 		$988K Buy
15,183
+14
+0.1% +$918 0.06% 240
2022
Q4 		$986K Sell
15,169
-38
-0.2% -$2.42K 0.07% 216
2022
Q3 		$877K Hold
15,207
– – 0.07% 221
2022
Q2 		$940K Buy
15,207
+12
+0.1% +$791 0.07% 210
2022
Q1 		$1.06M Buy
15,195
+12
+0.1% +$829 0.07% 211
2021
Q4 		$1.06M Buy
15,183
+30
+0.2% +$2.05K 0.07% 218
2021
Q3 		$994K Hold
15,153
– – 0.07% 219
2021
Q2 		$1.01M Sell
15,153
-53
-0.3% -$3.51K 0.08% 205
2021
Q1 		$968K Hold
15,206
– – 0.08% 197
2020
Q4 		$880K Buy
+15,206
New +$831K 0.1% 173

Other funds holding IWX

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

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

Venture Visionary Partners increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.18% in Q3 2026, buying an estimated $3.1K and bringing the position to 15,187 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #273.

Venture Visionary Partners first reported a position in IWX in Q4 2020 and has held it in 24 quarters since. 10 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • Venture Visionary Partners held 15,187 shares of iShares Russell Top 200 Value ETF worth $1.66M as of Q3 2026.
  • Venture Visionary Partners bought 28 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $3.1K.
  • iShares Russell Top 200 Value ETF made up 0.04% of Venture Visionary Partners's portfolio in Q3 2026, its #273 holding.
  • Venture Visionary Partners first reported a position in iShares Russell Top 200 Value ETF in Q4 2020 and has held it in 24 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

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