Vermillion Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$177K	Buy	589 +1	+0.2%	+$281	0.04%	261
2026 Q1	$146K	Buy	588 +1	+0.2%	+$258	0.06%	116
2025 Q4	$145K	Sell	587 -44	-7%	-$10.8K	0.06%	115
2025 Q3	$153K	Sell	631 -41	-6%	-$9.41K	0.04%	272
2025 Q2	$145K	Buy	672 +2	+0.3%	+$402	0.07%	100
2025 Q1	$134K	Buy	670 +1	+0.1%	+$217	0.04%	271
2024 Q4	$148K	Buy	+669	New	+$153K	0.08%	101

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Vermillion Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.17% in Q2 2026, buying an estimated $281 and bringing the position to 589 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #261.

Vermillion Wealth Management first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 965 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Vermillion Wealth Management held 589 shares of iShares Russell 2000 ETF worth $177K as of Q2 2026.
Vermillion Wealth Management bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.04% of Vermillion Wealth Management's portfolio in Q2 2026, its #261 holding.
Vermillion Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
965 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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