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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,276	Closed	-$123K	–	298
2025 Q4	$123K	Hold	1,276	–	–	0.07%	86
2025 Q3	$123K	Hold	1,276	–	–	0.07%	83
2025 Q2	$117K	Hold	1,276	–	–	0.08%	78
2025 Q1	$109K	Hold	1,276	–	–	0.08%	73
2024 Q4	$113K	Sell	1,276 -50	-4%	-$4.54K	0.08%	83
2024 Q3	$117K	Hold	1,326	–	–	0.09%	78
2024 Q2	$108K	Hold	1,326	–	–	0.08%	82
2024 Q1	$112K	Sell	1,326 -50	-4%	-$3.96K	0.09%	77
2023 Q4	$107K	Buy	+1,376	New	+$97.8K	0.1%	61

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Vermillion & White Wealth Management Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 1,276 shares — an estimated $123K sold.

Vermillion & White Wealth Management Group first reported a position in IWR in Q4 2023 and held it in 9 quarters. The position peaked at $123K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 1,276 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $123K.
Vermillion & White Wealth Management Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares Russell Mid-Cap ETF position peaked at $123K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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