Vermillion & White Wealth Management Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-300	Closed	-$34.1K	–	283
2025 Q4	$34.1K	Hold	300	–	–	0.02%	192
2025 Q3	$33.2K	Hold	300	–	–	0.02%	197
2025 Q2	$29.8K	Hold	300	–	–	0.02%	203
2025 Q1	$29.2K	Hold	300	–	–	0.02%	167
2024 Q4	$32.6K	Hold	300	–	–	0.02%	161
2024 Q3	$32.3K	Hold	300	–	–	0.02%	160
2024 Q2	$29.2K	Hold	300	–	–	0.02%	167
2024 Q1	$30.8K	Hold	300	–	–	0.02%	150
2023 Q4	$30.9K	Buy	+300	New	+$27.3K	0.03%	120

Other funds holding IJS

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 300 shares — an estimated $34.1K sold.

Vermillion & White Wealth Management Group first reported a position in IJS in Q4 2023 and held it in 9 quarters. The position peaked at $34.1K in Q4 2025. 849 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 300 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $34.1K.
Vermillion & White Wealth Management Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares S&P Small-Cap 600 Value ETF position peaked at $34.1K in Q4 2025.
849 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

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