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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-642	Closed	-$79.1K	–	293
2025 Q4	$79.1K	Hold	642	–	–	0.04%	116
2025 Q3	$77.5K	Hold	642	–	–	0.04%	115
2025 Q2	$70.7K	Hold	642	–	–	0.05%	113
2025 Q1	$59.6K	Sell	642 -1,775	-73%	-$179K	0.04%	117
2024 Q4	$245K	Buy	2,417 +48	+2%	+$4.79K	0.18%	58
2024 Q3	$227K	Buy	2,369 +106	+5%	+$9.79K	0.17%	59
2024 Q2	$209K	Buy	2,263 +261	+13%	+$22.5K	0.16%	61
2024 Q1	$169K	Buy	2,002 +909	+83%	+$73K	0.14%	66
2023 Q4	$82.1K	Buy	+1,093	New	+$77.8K	0.08%	68

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 642 shares — an estimated $79.1K sold.

Vermillion & White Wealth Management Group first reported a position in IVW in Q4 2023 and held it in 9 quarters. The position peaked at $245K in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 642 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $79.1K.
Vermillion & White Wealth Management Group first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares S&P 500 Growth ETF position peaked at $245K in Q4 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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