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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$395K Sell
2025
Q3
$394K Buy
2025
Q2
$359K Buy
2025
Q1
$303K Buy
2023
Q4
$167K Hold
2023
Q3
$152K Hold
2023
Q2
$148K Hold
2023
Q1
$140K Buy
2018
Q4
$121K Buy