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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 87 shares — an estimated $11.9K sold.

Vermillion & White Wealth Management Group first reported a position in IWP in Q4 2023 and held it in 9 quarters. The position peaked at $18K in Q4 2023. 1,180 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 87 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $11.9K.
Vermillion & White Wealth Management Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares Russell Mid-Cap Growth ETF position peaked at $18K in Q4 2023.
1,180 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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