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

Vermillion & White Wealth Management Group’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-137	Closed	-$16.4K	–	282
2025 Q4	$16.4K	Buy	137 +1	+0.7%	+$120	0.01%	273
2025 Q3	$16.2K	Hold	136	–	–	0.01%	277
2025 Q2	$14.9K	Hold	136	–	–	0.01%	260
2025 Q1	$14.2K	Sell	136 -3	-2%	-$339	0.01%	245
2024 Q4	$16K	Buy	139 +1	+0.7%	+$119	0.01%	207
2024 Q3	$16.2K	Hold	138	–	–	0.01%	194
2024 Q2	$14.7K	Hold	138	–	–	0.01%	205
2024 Q1	$15.2K	Hold	138	–	–	0.01%	190
2023 Q4	$14.9K	Buy	+138	New	+$13.3K	0.01%	155

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 137 shares — an estimated $16.4K sold.

Vermillion & White Wealth Management Group first reported a position in IJR in Q4 2023 and held it in 9 quarters. The position peaked at $16.4K in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 137 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $16.4K.
Vermillion & White Wealth Management Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares Core S&P Small-Cap ETF position peaked at $16.4K in Q4 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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