Nalls Sherbakoff Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.5K	Hold	75	–	–	0.02%	227
2026 Q1	$23.5K	Hold	75	–	–	0.02%	252
2025 Q4	$24.2K	Hold	75	–	–	0.02%	266
2025 Q3	$24K	Hold	75	–	–	0.02%	265
2025 Q2	$21.4K	Hold	75	–	–	0.02%	272
2025 Q1	$19.2K	Buy	+75	New	+$21.2K	0.02%	251
2023 Q4	$18.9K	Hold	75	–	–	0.02%	235
2023 Q3	$16.8K	Hold	75	–	–	0.02%	237
2023 Q2	$16.8K	Hold	75	–	–	0.02%	238
2023 Q1	$16.7K	Buy	+75	New	+$17.2K	0.02%	242
2018 Q4	$40K	Buy	+239	New	+$44.6K	0.06%	161

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

DADC

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

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

Nalls Sherbakoff Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 75 shares worth $29.5K. The position accounts for 0.02% of the portfolio, ranked #227.

Nalls Sherbakoff Group first reported a position in IWO in Q4 2018 and has held it in 11 quarters since. The position peaked at $40K in Q4 2018. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Nalls Sherbakoff Group held 75 shares of iShares Russell 2000 Growth ETF worth $29.5K as of Q2 2026.
Nalls Sherbakoff Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #227 holding.
Nalls Sherbakoff Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's iShares Russell 2000 Growth ETF position peaked at $40K in Q4 2018.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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