Vermillion & White Wealth Management Group’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-328	Closed	-$65.5K	–	303
2025 Q4	$65.5K	Hold	328	–	–	0.04%	132
2025 Q3	$64.2K	Hold	328	–	–	0.04%	132
2025 Q2	$56.8K	Hold	328	–	–	0.04%	128
2025 Q1	$46.1K	Sell	328 -2,550	-89%	-$397K	0.03%	133
2024 Q4	$459K	Buy	2,878 +662	+30%	+$105K	0.34%	43
2024 Q3	$336K	Buy	2,216 +234	+12%	+$34.4K	0.25%	50
2024 Q2	$298K	Buy	1,982 +213	+12%	+$29.4K	0.22%	55
2024 Q1	$239K	Buy	1,769 +796	+82%	+$104K	0.19%	58
2023 Q4	$119K	Buy	+973	New	+$110K	0.12%	55

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 328 shares — an estimated $65.5K sold.

Vermillion & White Wealth Management Group first reported a position in IYW in Q4 2023 and held it in 9 quarters. The position peaked at $459K in Q4 2024. 1,179 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 328 iShares US Technology ETF shares in Q1 2026, an estimated $65.5K.
Vermillion & White Wealth Management Group first reported a position in iShares US Technology ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares US Technology ETF position peaked at $459K in Q4 2024.
1,179 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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