NRG
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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return