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Nemes Rush Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Nemes Rush Group’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,765
Closed -$810K – 754
2025
Q1 		$810K Hold
6,765
– – 0.1% 98
2024
Q4 		$845K Hold
6,765
– – 0.1% 99
2024
Q3 		$800K Hold
6,765
– – 0.12% 98
2024
Q2 		$768K Hold
6,765
– – 0.11% 96
2024
Q1 		$800K Hold
6,765
– – 0.11% 98
2023
Q4 		$771K Hold
6,765
– – 0.12% 101
2023
Q3 		$683K Hold
6,765
– – 0.12% 105
2023
Q2 		$725K Buy
+6,765
New +$687K 0.13% 100

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nemes Rush Group's IJJ Position: Q2 2025 in Review

Nemes Rush Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 6,765 shares — an estimated $810K sold.

Nemes Rush Group first reported a position in IJJ in Q2 2023 and held it in 8 quarters. The position peaked at $845K in Q4 2024. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • Nemes Rush Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Nemes Rush Group sold 6,765 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $810K.
  • Nemes Rush Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 8 quarters.
  • Nemes Rush Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $845K in Q4 2024.
  • 814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Nemes Rush Group's 13F filing for Q2 2025, filed 12 Aug 2025.