Vermillion Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$296K	Sell	395 -98	-20%	-$71.4K	0.07%	131
2026 Q1	$322K	Buy	493 +11	+2%	+$7.51K	0.13%	73
2025 Q4	$330K	Buy	482 +2	+0.4%	+$1.36K	0.13%	68
2025 Q3	$321K	Buy	480 +35	+8%	+$22.5K	0.09%	111
2025 Q2	$276K	Buy	445 +3	+0.7%	+$1.72K	0.13%	70
2025 Q1	$249K	Sell	442 -18	-4%	-$10.6K	0.07%	131
2024 Q4	$271K	Buy	+460	New	+$272K	0.14%	69

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Vermillion Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, selling an estimated $71.4K and leaving 395 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #131.

Vermillion Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $330K in Q4 2025. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Vermillion Wealth Management held 395 shares of iShares Core S&P 500 ETF worth $296K as of Q2 2026.
Vermillion Wealth Management sold 98 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $71.4K.
iShares Core S&P 500 ETF made up 0.07% of Vermillion Wealth Management's portfolio in Q2 2026, its #131 holding.
Vermillion Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's iShares Core S&P 500 ETF position peaked at $330K in Q4 2025.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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