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Nemes Rush Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Nemes Rush Group’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.9K Buy
195
+125
+179% +$13.1K ﹤0.01% 469
2025
Q4 		$7.18K Hold
70
– – ﹤0.01% 584
2025
Q3 		$7K Hold
70
– – ﹤0.01% 522
2025
Q2 		$6.62K Buy
+70
New +$6.32K ﹤0.01% 511

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Nemes Rush Group's IUSV Position: Q1 2026 in Review

Nemes Rush Group increased its iShares Core S&P US Value ETF (IUSV) stake by 179% in Q1 2026, buying an estimated $13.1K and bringing the position to 195 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Nemes Rush Group first reported a position in IUSV in Q2 2025 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Nemes Rush Group held 195 shares of iShares Core S&P US Value ETF worth $19.9K as of Q1 2026.
  • Nemes Rush Group bought 125 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $13.1K.
  • iShares Core S&P US Value ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q1 2026, its #469 holding.
  • Nemes Rush Group first reported a position in iShares Core S&P US Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.