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Vermillion Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Vermillion Wealth Management’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-220
Closed -$19.3K – 666
2025
Q3 		$19.3K Buy
+220
New +$18.9K 0.01% 885

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Vermillion Wealth Management's IWX Position: Q4 2025 in Review

Vermillion Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2025, closing a stake of 220 shares — an estimated $19.3K sold.

Vermillion Wealth Management first reported a position in IWX in Q3 2025 and held it in 1 quarter. The position peaked at $19.3K in Q3 2025. 242 funds tracked by Wall St. Rank hold IWX as of Q4 2025.

  • Vermillion Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Vermillion Wealth Management sold 220 iShares Russell Top 200 Value ETF shares in Q4 2025, an estimated $19.3K.
  • Vermillion Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and held it in 1 quarter.
  • Vermillion Wealth Management's iShares Russell Top 200 Value ETF position peaked at $19.3K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2025.

Based on Vermillion Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.