Nemes Rush Group’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60.6K	Buy	267 +1	+0.4%	+$223	0.01%	350
2026 Q1	$56.2K	Hold	266	–	–	0.01%	342
2025 Q4	$56.3K	Buy	266 +90	+51%	+$18.9K	0.01%	330
2025 Q3	$36.3K	Buy	176 +1	+0.6%	+$201	﹤0.01%	363
2025 Q2	$34.2K	Buy	175 +1	+0.6%	+$186	﹤0.01%	366
2025 Q1	$33.2K	Buy	174 +150	+625%	+$29K	﹤0.01%	360
2024 Q4	$4.63K	Hold	24	–	–	﹤0.01%	547
2024 Q3	$4.48K	Hold	24	–	–	﹤0.01%	465
2024 Q2	$4.37K	Sell	24 -24	-50%	-$4.37K	﹤0.01%	474
2024 Q1	$8.97K	Buy	48 +24	+100%	+$4.27K	﹤0.01%	447
2023 Q4	$4.2K	Hold	24	–	–	﹤0.01%	498
2023 Q3	$3.71K	Hold	24	–	–	﹤0.01%	498
2023 Q2	$3.89K	Buy	+24	New	+$3.69K	﹤0.01%	512

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Nemes Rush Group increased its iShares S&P 500 Value ETF (IVE) stake by 0.38% in Q2 2026, buying an estimated $223 and bringing the position to 267 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #350.

Nemes Rush Group first reported a position in IVE in Q2 2023 and has held it in 13 quarters since. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Nemes Rush Group held 267 shares of iShares S&P 500 Value ETF worth $60.6K as of Q2 2026.
Nemes Rush Group bought 1 iShares S&P 500 Value ETF share in Q2 2026, an estimated $223.
iShares S&P 500 Value ETF made up 0.01% of Nemes Rush Group's portfolio in Q2 2026, its #350 holding.
Nemes Rush Group first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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