Nalls Sherbakoff Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Nalls Sherbakoff Group’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Buy	1,344 +2	+0.1%	+$447	0.22%	72
2026 Q1	$283K	Hold	1,342	–	–	0.21%	76
2025 Q4	$285K	Buy	1,342 +2	+0.1%	+$419	0.21%	75
2025 Q3	$277K	Buy	1,340 +2	+0.1%	+$402	0.19%	79
2025 Q2	$261K	Buy	1,338 +2	+0.1%	+$373	0.19%	78
2025 Q1	$255K	Buy	+1,336	New	+$259K	0.21%	76
2023 Q4	$200K	Buy	1,152 +2	+0.2%	+$321	0.18%	81
2023 Q3	$177K	Hold	1,150	–	–	0.17%	81
2023 Q2	$174K	Hold	1,150	–	–	0.17%	88
2023 Q1	$172K	Buy	+1,150	New	+$174K	0.17%	89
2018 Q4	$149K	Buy	+1,476	New	+$161K	0.24%	61

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Nalls Sherbakoff Group's IVE Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.15% in Q2 2026, buying an estimated $447 and bringing the position to 1,344 shares worth $305K. The position accounts for 0.22% of the portfolio, ranked #72.

Nalls Sherbakoff Group first reported a position in IVE in Q4 2018 and has held it in 11 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Nalls Sherbakoff Group held 1,344 shares of iShares S&P 500 Value ETF worth $305K as of Q2 2026.
Nalls Sherbakoff Group bought 2 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $447.
iShares S&P 500 Value ETF made up 0.22% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #72 holding.
Nalls Sherbakoff Group first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 11 quarters since.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.