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

Vermillion & White Wealth Management Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-65
Closed -$13.7K – 295
2025
Q4 		$13.7K Hold
65
– – 0.01% 289
2025
Q3 		$13.2K Hold
65
– – 0.01% 296
2025
Q2 		$12.6K Hold
65
– – 0.01% 277
2025
Q1 		$12.2K Hold
65
– – 0.01% 264
2024
Q4 		$12K Hold
65
– – 0.01% 227
2024
Q3 		$12.3K Hold
65
– – 0.01% 217
2024
Q2 		$11.3K Hold
65
– – 0.01% 224
2024
Q1 		$11.6K Hold
65
– – 0.01% 211
2023
Q4 		$10.7K Buy
+65
New +$10K 0.01% 176

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 65 shares — an estimated $13.7K sold.

Vermillion & White Wealth Management Group first reported a position in IWD in Q4 2023 and held it in 9 quarters. The position peaked at $13.7K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 65 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $13.7K.
  • Vermillion & White Wealth Management Group first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's iShares Russell 1000 Value ETF position peaked at $13.7K in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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