Nalls Sherbakoff Group’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-78	Closed	-$53.4K	–	431
2025 Q4	$53.4K	Hold	78	–	–	0.04%	193
2025 Q3	$52.2K	Hold	78	–	–	0.04%	204
2025 Q2	$48.4K	Sell	78 -24	-24%	-$13.8K	0.04%	202
2025 Q1	$57.1K	Buy	+102	New	+$60.2K	0.05%	171
2023 Q4	$49.4K	Hold	103	–	–	0.04%	165
2023 Q3	$44.3K	Buy	103 +2	+2%	+$895	0.04%	161
2023 Q2	$42.4K	Hold	101	–	–	0.04%	169
2023 Q1	$41K	Buy	+101	New	+$40.5K	0.04%	176
2018 Q4	$3K	Buy	+10	New	+$2.72K	﹤0.01%	327

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Nalls Sherbakoff Group's IVV Position: Q1 2026 in Review

Nalls Sherbakoff Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 78 shares — an estimated $53.4K sold.

Nalls Sherbakoff Group first reported a position in IVV in Q4 2018 and held it in 9 quarters. The position peaked at $57.1K in Q1 2025. 4,009 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Nalls Sherbakoff Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Nalls Sherbakoff Group sold 78 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $53.4K.
Nalls Sherbakoff Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and held it in 9 quarters.
Nalls Sherbakoff Group's iShares Core S&P 500 ETF position peaked at $57.1K in Q1 2025.
4,009 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q1 2026, filed 17 Aug 2026.