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
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 $1.37T AUM 24.88% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

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

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

Nalls Sherbakoff Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2025 at 75 shares worth $24.2K. The position accounts for 0.02% of the portfolio, ranked #266.

Nalls Sherbakoff Group first reported a position in IWO in Q4 2018 and has held it in 9 quarters since. The position peaked at $40K in Q4 2018. 1,062 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Nalls Sherbakoff Group held 75 shares of iShares Russell 2000 Growth ETF worth $24.2K as of Q4 2025.
Nalls Sherbakoff Group left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2025.
iShares Russell 2000 Growth ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #266 holding.
Nalls Sherbakoff Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares Russell 2000 Growth ETF position peaked at $40K in Q4 2018.
1,062 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

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