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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,740 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.
2,740 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.