Nalls Sherbakoff Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$395K	Sell	3,208 -56	-2%	-$6.85K	0.29%	57
2025 Q3	$394K	Buy	3,264 +1	+0%	+$115	0.27%	60
2025 Q2	$359K	Buy	3,263 +1	+0%	+$99	0.26%	64
2025 Q1	$303K	Buy	+3,262	New	+$329K	0.25%	64
2023 Q4	$167K	Hold	2,220	–	–	0.15%	96
2023 Q3	$152K	Hold	2,220	–	–	0.15%	94
2023 Q2	$148K	Hold	2,220	–	–	0.15%	97
2023 Q1	$140K	Buy	+2,220	New	+$136K	0.14%	99
2018 Q4	$121K	Buy	+3,220	New	+$130K	0.19%	65

Other funds holding IVW

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Nalls Sherbakoff Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q4 2025, selling an estimated $6.85K and leaving 3,208 shares worth $395K. The position accounts for 0.29% of the portfolio, ranked #57.

Nalls Sherbakoff Group first reported a position in IVW in Q4 2018 and has held it in 9 quarters since. 2,069 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Nalls Sherbakoff Group held 3,208 shares of iShares S&P 500 Growth ETF worth $395K as of Q4 2025.
Nalls Sherbakoff Group sold 56 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $6.85K.
iShares S&P 500 Growth ETF made up 0.29% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #57 holding.
Nalls Sherbakoff Group first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 9 quarters since.
2,069 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

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