Vermillion & White Wealth Management Group’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4	Closed	-$1.37K	–	375
2025 Q4	$1.37K	Hold	4	–	–	﹤0.01%	521
2025 Q3	$1.33K	Hold	4	–	–	﹤0.01%	521
2025 Q2	$1.22K	Hold	4	–	–	﹤0.01%	489
2025 Q1	$1.08K	Hold	4	–	–	﹤0.01%	473
2024 Q4	$1.16K	Hold	4	–	–	﹤0.01%	337
2024 Q3	$1.11K	Hold	4	–	–	﹤0.01%	310
2024 Q2	$1.06K	Buy	+4	New	+$1K	﹤0.01%	329

Other funds holding OEF

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Vermillion & White Wealth Management Group sold out of iShares S&P 100 ETF (OEF) in Q1 2026, closing a stake of 4 shares — an estimated $1.37K sold.

Vermillion & White Wealth Management Group first reported a position in OEF in Q2 2024 and held it in 7 quarters. The position peaked at $1.37K in Q4 2025. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares S&P 100 ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 4 iShares S&P 100 ETF shares in Q1 2026, an estimated $1.37K.
Vermillion & White Wealth Management Group first reported a position in iShares S&P 100 ETF in Q2 2024 and held it in 7 quarters.
Vermillion & White Wealth Management Group's iShares S&P 100 ETF position peaked at $1.37K in Q4 2025.
1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

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