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
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 $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

Nalls Sherbakoff Group held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2025 at 78 shares worth $53.4K. The position accounts for 0.04% of the portfolio, ranked #193.

Nalls Sherbakoff Group first reported a position in IVV in Q4 2018 and has held it in 9 quarters since. The position peaked at $57.1K in Q1 2025. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Nalls Sherbakoff Group held 78 shares of iShares Core S&P 500 ETF worth $53.4K as of Q4 2025.
Nalls Sherbakoff Group left its iShares Core S&P 500 ETF share count unchanged in Q4 2025.
iShares Core S&P 500 ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #193 holding.
Nalls Sherbakoff Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares Core S&P 500 ETF position peaked at $57.1K in Q1 2025.
4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

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