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Vermillion & White Wealth Management Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-407
Closed -$26.9K – 281
2025
Q4 		$26.9K Hold
407
– – 0.01% 220
2025
Q3 		$26.6K Hold
407
– – 0.02% 223
2025
Q2 		$25.2K Hold
407
– – 0.02% 222
2025
Q1 		$23.7K Hold
407
– – 0.02% 180
2024
Q4 		$25.4K Sell
407
-48
-11% -$3.08K 0.02% 178
2024
Q3 		$28.4K Hold
455
– – 0.02% 164
2024
Q2 		$26.6K Hold
455
– – 0.02% 169
2024
Q1 		$27.6K Sell
455
-70
-13% -$3.96K 0.02% 157
2023
Q4 		$29.1K Buy
+525
New +$26.6K 0.03% 124

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vermillion & White Wealth Management Group's IJH Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 407 shares — an estimated $26.9K sold.

Vermillion & White Wealth Management Group first reported a position in IJH in Q4 2023 and held it in 9 quarters. The position peaked at $29.1K in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 407 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $26.9K.
  • Vermillion & White Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's iShares Core S&P Mid-Cap ETF position peaked at $29.1K in Q4 2023.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.