Vermillion & White Wealth Management Group’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-45	Closed	-$16.8K	–	294
2025 Q4	$16.8K	Hold	45	–	–	0.01%	271
2025 Q3	$16.4K	Hold	45	–	–	0.01%	275
2025 Q2	$15.3K	Hold	45	–	–	0.01%	257
2025 Q1	$13.8K	Hold	45	–	–	0.01%	251
2024 Q4	$14.5K	Hold	45	–	–	0.01%	215
2024 Q3	$14.1K	Hold	45	–	–	0.01%	210
2024 Q2	$13.4K	Hold	45	–	–	0.01%	210
2024 Q1	$13K	Hold	45	–	–	0.01%	200
2023 Q4	$11.8K	Buy	+45	New	+$11K	0.01%	167

Other funds holding IWB

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 45 shares — an estimated $16.8K sold.

Vermillion & White Wealth Management Group first reported a position in IWB in Q4 2023 and held it in 9 quarters. The position peaked at $16.8K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 45 iShares Russell 1000 ETF shares in Q1 2026, an estimated $16.8K.
Vermillion & White Wealth Management Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares Russell 1000 ETF position peaked at $16.8K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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