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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Vermillion & White Wealth Management Group increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q1 2026, buying an estimated $769K and bringing the position to 60,225 shares worth $39.3M. The position accounts for 22.65% of the portfolio, ranked #1.

Vermillion & White Wealth Management Group first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $40.5M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Vermillion & White Wealth Management Group held 60,225 shares of iShares Core S&P 500 ETF worth $39.3M as of Q1 2026.
Vermillion & White Wealth Management Group bought 1,126 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $769K.
iShares Core S&P 500 ETF made up 22.65% of Vermillion & White Wealth Management Group's portfolio in Q1 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 10 quarters since.
Vermillion & White Wealth Management Group's iShares Core S&P 500 ETF position peaked at $40.5M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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