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
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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Nalls Sherbakoff Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2025 at 383 shares worth $52.5K. The position accounts for 0.04% of the portfolio, ranked #196.

Nalls Sherbakoff Group first reported a position in IWP in Q4 2018 and has held it in 9 quarters since. The position peaked at $55K in Q4 2018. 1,230 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Nalls Sherbakoff Group held 383 shares of iShares Russell Mid-Cap Growth ETF worth $52.5K as of Q4 2025.
Nalls Sherbakoff Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2025.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #196 holding.
Nalls Sherbakoff Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares Russell Mid-Cap Growth ETF position peaked at $55K in Q4 2018.
1,230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

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