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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-77	Closed	-$10.9K	–	299
2025 Q4	$10.9K	Sell	77 -17	-18%	-$2.38K	0.01%	309
2025 Q3	$13.1K	Buy	94 +17	+22%	+$2.32K	0.01%	298
2025 Q2	$10.2K	Hold	77	–	–	0.01%	294
2025 Q1	$9.7K	Hold	77	–	–	0.01%	279
2024 Q4	$9.96K	Hold	77	–	–	0.01%	233
2024 Q3	$10.2K	Hold	77	–	–	0.01%	224
2024 Q2	$9.3K	Hold	77	–	–	0.01%	230
2024 Q1	$9.65K	Buy	+77	New	+$9.07K	0.01%	222

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 77 shares — an estimated $10.9K sold.

Vermillion & White Wealth Management Group first reported a position in IWS in Q1 2024 and held it in 8 quarters. The position peaked at $13.1K in Q3 2025. 993 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 77 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $10.9K.
Vermillion & White Wealth Management Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and held it in 8 quarters.
Vermillion & White Wealth Management Group's iShares Russell Mid-Cap Value ETF position peaked at $13.1K in Q3 2025.
993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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