Nalls Sherbakoff Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.1K	Hold	383	–	–	0.04%	174
2026 Q1	$49.1K	Hold	383	–	–	0.04%	192
2025 Q4	$52.5K	Hold	383	–	–	0.04%	196
2025 Q3	$54.5K	Hold	383	–	–	0.04%	201
2025 Q2	$53.1K	Hold	383	–	–	0.04%	193
2025 Q1	$45K	Buy	+383	New	+$49.2K	0.04%	195
2023 Q4	$39.9K	Buy	382 +1	+0.3%	+$95	0.04%	184
2023 Q3	$34.8K	Hold	381	–	–	0.03%	184
2023 Q2	$34.2K	Hold	381	–	–	0.03%	187
2023 Q1	$34K	Buy	+381	New	+$34K	0.03%	195
2018 Q4	$55K	Buy	+960	New	+$58.4K	0.09%	133

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

CCWM

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

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

Nalls Sherbakoff Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 383 shares worth $56.1K. The position accounts for 0.04% of the portfolio, ranked #174.

Nalls Sherbakoff Group first reported a position in IWP in Q4 2018 and has held it in 11 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Nalls Sherbakoff Group held 383 shares of iShares Russell Mid-Cap Growth ETF worth $56.1K as of Q2 2026.
Nalls Sherbakoff Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #174 holding.
Nalls Sherbakoff Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 11 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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