Vermillion & White Wealth Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-284	Closed	-$69.9K	–	296
2025 Q4	$69.9K	Hold	284	–	–	0.04%	126
2025 Q3	$68.7K	Hold	284	–	–	0.04%	127
2025 Q2	$61.3K	Hold	284	–	–	0.04%	123
2025 Q1	$56.7K	Hold	284	–	–	0.04%	120
2024 Q4	$62.8K	Hold	284	–	–	0.05%	117
2024 Q3	$62.7K	Hold	284	–	–	0.05%	114
2024 Q2	$57.6K	Hold	284	–	–	0.04%	119
2024 Q1	$59.7K	Hold	284	–	–	0.05%	110
2023 Q4	$56K	Buy	+284	New	+$50.9K	0.05%	85

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 284 shares — an estimated $69.9K sold.

Vermillion & White Wealth Management Group first reported a position in IWM in Q4 2023 and held it in 9 quarters. The position peaked at $69.9K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 284 iShares Russell 2000 ETF shares in Q1 2026, an estimated $69.9K.
Vermillion & White Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares Russell 2000 ETF position peaked at $69.9K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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