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Vermillion & White Wealth Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.2M Buy
64,086
+3,861
+6% +$2.81M 24.36% 1
2026
Q1 		$39.3M Buy
60,225
+1,126
+2% +$769K 22.65% 1
2025
Q4 		$40.5M Buy
59,099
+1,864
+3% +$1.27M 22.01% 1
2025
Q3 		$38.3M Buy
57,235
+1,637
+3% +$1.05M 21.8% 1
2025
Q2 		$34.5M Hold
55,598
– – 22.44% 1
2025
Q1 		$31.2M Buy
55,598
+16,627
+43% +$9.82M 22.61% 1
2024
Q4 		$22.9M Buy
38,971
+3,312
+9% +$1.96M 16.9% 1
2024
Q3 		$20.6M Sell
35,659
-741
-2% -$412K 15.21% 1
2024
Q2 		$19.9M Buy
36,400
+264
+0.7% +$139K 14.99% 1
2024
Q1 		$19M Buy
36,136
+3,665
+11% +$1.83M 15.17% 1
2023
Q4 		$15.5M Buy
+32,471
New +$14.5M 15.04% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Vermillion & White Wealth Management Group's IVV Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its iShares Core S&P 500 ETF (IVV) stake by 6.4% in Q2 2026, buying an estimated $2.81M and bringing the position to 64,086 shares worth $48.2M. The position accounts for 24.36% of the portfolio, ranked #1.

Vermillion & White Wealth Management Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Vermillion & White Wealth Management Group held 64,086 shares of iShares Core S&P 500 ETF worth $48.2M as of Q2 2026.
  • Vermillion & White Wealth Management Group bought 3,861 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.81M.
  • iShares Core S&P 500 ETF made up 24.36% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #1 holding.
  • Vermillion & White Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.