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
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 $374B AUM 17.66% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nalls Sherbakoff Group's IVE Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.15% in Q4 2025, buying an estimated $419 and bringing the position to 1,342 shares worth $285K. The position accounts for 0.21% of the portfolio, ranked #75.

Nalls Sherbakoff Group first reported a position in IVE in Q4 2018 and has held it in 9 quarters since. 1,686 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

Nalls Sherbakoff Group held 1,342 shares of iShares S&P 500 Value ETF worth $285K as of Q4 2025.
Nalls Sherbakoff Group bought 2 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $419.
iShares S&P 500 Value ETF made up 0.21% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #75 holding.
Nalls Sherbakoff Group first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 9 quarters since.
1,686 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.