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 Q3	$13.8K	Sell	18 -377	-95%	-$288K	0.02%	315
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vermillion Wealth Management's IVV Position: Q3 2026 in Review

Vermillion Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 95% in Q3 2026, selling an estimated $288K and leaving 18 shares worth $13.8K. The position accounts for 0.02% of the portfolio, ranked #315.

Vermillion Wealth Management first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $330K in Q4 2025. 3,416 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Vermillion Wealth Management held 18 shares of iShares Core S&P 500 ETF worth $13.8K as of Q3 2026.
Vermillion Wealth Management sold 377 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $288K.
iShares Core S&P 500 ETF made up 0.02% of Vermillion Wealth Management's portfolio in Q3 2026, its #315 holding.
Vermillion Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Vermillion Wealth Management's iShares Core S&P 500 ETF position peaked at $330K in Q4 2025.
3,416 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Vermillion Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.