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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Nemes Rush Group held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 266 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #342.

Nemes Rush Group first reported a position in IVE in Q2 2023 and has held it in 12 quarters since. The position peaked at $56.3K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Nemes Rush Group held 266 shares of iShares S&P 500 Value ETF worth $56.2K as of Q1 2026.
Nemes Rush Group left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.01% of Nemes Rush Group's portfolio in Q1 2026, its #342 holding.
Nemes Rush Group first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 12 quarters since.
Nemes Rush Group's iShares S&P 500 Value ETF position peaked at $56.3K in Q4 2025.
1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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