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
2026 Q2	$386K	Sell	2,808 -400	-12%	-$52.8K	0.27%	60
2026 Q1	$363K	Hold	3,208	–	–	0.27%	64
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 $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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Nalls Sherbakoff Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q2 2026, selling an estimated $52.8K and leaving 2,808 shares worth $386K. The position accounts for 0.27% of the portfolio, ranked #60.

Nalls Sherbakoff Group first reported a position in IVW in Q4 2018 and has held it in 11 quarters since. The position peaked at $395K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Nalls Sherbakoff Group held 2,808 shares of iShares S&P 500 Growth ETF worth $386K as of Q2 2026.
Nalls Sherbakoff Group sold 400 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $52.8K.
iShares S&P 500 Growth ETF made up 0.27% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #60 holding.
Nalls Sherbakoff Group first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's iShares S&P 500 Growth ETF position peaked at $395K in Q4 2025.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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