VWWMG
IWP icon

Vermillion & White Wealth Management Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-87
Closed -$11.9K – 297
2025
Q4 		$11.9K Hold
87
– – 0.01% 300
2025
Q3 		$12.4K Hold
87
– – 0.01% 304
2025
Q2 		$12.1K Hold
87
– – 0.01% 280
2025
Q1 		$10.2K Hold
87
– – 0.01% 275
2024
Q4 		$11K Hold
87
– – 0.01% 231
2024
Q3 		$10.2K Hold
87
– – 0.01% 223
2024
Q2 		$9.6K Hold
87
– – 0.01% 229
2024
Q1 		$9.93K Sell
87
-77
-47% -$8.33K 0.01% 221
2023
Q4 		$18K Buy
+164
New +$15.5K 0.02% 143

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return