Vermillion Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Vermillion Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$321K	Sell	2,167 -557	-20%	-$76.4K	0.08%	113
2026 Q1	$339K	Sell	2,724 -42	-2%	-$5.34K	0.13%	67
2025 Q4	$332K	Sell	2,766 -131	-5%	-$15.7K	0.14%	67
2025 Q3	$344K	Sell	2,897 -263	-8%	-$30.2K	0.09%	103
2025 Q2	$345K	Sell	3,160 -242	-7%	-$25K	0.16%	58
2025 Q1	$356K	Sell	3,402 -221	-6%	-$24.9K	0.1%	100
2024 Q4	$417K	Buy	+3,623	New	+$433K	0.21%	48

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vermillion Wealth Management's IJR Position: Q2 2026 in Review

Vermillion Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 20% in Q2 2026, selling an estimated $76.4K and leaving 2,167 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #113.

Vermillion Wealth Management first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Vermillion Wealth Management held 2,167 shares of iShares Core S&P Small-Cap ETF worth $321K as of Q2 2026.
Vermillion Wealth Management sold 557 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $76.4K.
iShares Core S&P Small-Cap ETF made up 0.08% of Vermillion Wealth Management's portfolio in Q2 2026, its #113 holding.
Vermillion Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $417K in Q4 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.