Nalls Sherbakoff Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$34.7K	Hold	191	–	–	0.03%	235
2025 Q3	$33.7K	Buy	191 +1	+0.5%	+$169	0.02%	240
2025 Q2	$30K	Buy	190 +1	+0.5%	+$149	0.02%	246
2025 Q1	$28.6K	Buy	+189	New	+$30.5K	0.02%	222
2023 Q4	$29K	Buy	187 +2	+1%	+$277	0.03%	206
2023 Q3	$25.1K	Hold	185	–	–	0.02%	209
2023 Q2	$24.2K	Hold	185	–	–	0.02%	209
2023 Q1	$24.8K	Buy	+185	New	+$26.8K	0.02%	213
2018 Q4	$31K	Buy	+284	New	+$34.2K	0.05%	183

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Nalls Sherbakoff Group held its iShares Russell 2000 Value ETF (IWN) position steady in Q4 2025 at 191 shares worth $34.7K. The position accounts for 0.03% of the portfolio, ranked #235.

Nalls Sherbakoff Group first reported a position in IWN in Q4 2018 and has held it in 9 quarters since. 1,044 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Nalls Sherbakoff Group held 191 shares of iShares Russell 2000 Value ETF worth $34.7K as of Q4 2025.
Nalls Sherbakoff Group left its iShares Russell 2000 Value ETF share count unchanged in Q4 2025.
iShares Russell 2000 Value ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #235 holding.
Nalls Sherbakoff Group first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 9 quarters since.
1,044 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

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