Nemes Rush Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Nemes Rush Group’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$714K	Buy	4,813 +30	+0.6%	+$4.12K	0.06%	128
2026 Q1	$595K	Sell	4,783 -132	-3%	-$16.8K	0.06%	131
2025 Q4	$591K	Buy	4,915 +4,197	+585%	+$502K	0.06%	124
2025 Q3	$85.3K	Buy	718 +44	+7%	+$5.06K	0.01%	272
2025 Q2	$73.7K	Buy	674 +59	+10%	+$6.1K	0.01%	276
2025 Q1	$64.3K	Buy	615 +56	+10%	+$6.32K	0.01%	286
2024 Q4	$64.4K	Sell	559 -100	-15%	-$11.9K	0.01%	277
2024 Q3	$72.8K	Buy	659 +100	+18%	+$11.3K	0.01%	230
2024 Q2	$59.6K	Sell	559 -100	-15%	-$10.7K	0.01%	250
2024 Q1	$72.8K	Buy	659 +100	+18%	+$10.6K	0.01%	236
2023 Q4	$60.5K	Hold	559	–	–	0.01%	246
2023 Q3	$52.7K	Hold	559	–	–	0.01%	245
2023 Q2	$55.7K	Buy	+559	New	+$53.2K	0.01%	250

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nemes Rush Group's IJR Position: Q2 2026 in Review

Nemes Rush Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.63% in Q2 2026, buying an estimated $4.12K and bringing the position to 4,813 shares worth $714K. The position accounts for 0.06% of the portfolio, ranked #128.

Nemes Rush Group first reported a position in IJR in Q2 2023 and has held it in 13 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Nemes Rush Group held 4,813 shares of iShares Core S&P Small-Cap ETF worth $714K as of Q2 2026.
Nemes Rush Group bought 30 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $4.12K.
iShares Core S&P Small-Cap ETF made up 0.06% of Nemes Rush Group's portfolio in Q2 2026, its #128 holding.
Nemes Rush Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.