Nemes Rush Group’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.84M	Sell	7,411 -524	-7%	-$358K	0.46%	52
2025 Q4	$5.43M	Buy	7,935 +2,541	+47%	+$1.73M	0.51%	53
2025 Q3	$3.61M	Buy	5,394 +5	+0.1%	+$3.22K	0.36%	56
2025 Q2	$3.35M	Sell	5,389 -3,575	-40%	-$2.05M	0.36%	57
2025 Q1	$5.04M	Sell	8,964 -10	-0.1%	-$5.91K	0.64%	42
2024 Q4	$5.28M	Buy	8,974 +570	+7%	+$337K	0.65%	43
2024 Q3	$4.42M	Buy	8,404 +1,264	+18%	+$703K	0.64%	45
2024 Q2	$3.91M	Sell	7,140 -1,264	-15%	-$665K	0.54%	46
2024 Q1	$4.42M	Sell	8,404 -8,058	-49%	-$4.03M	0.63%	45
2023 Q4	$7.86M	Buy	16,462 +15,277	+1,289%	+$6.84M	1.27%	28
2023 Q3	$509K	Buy	1,185 +117	+11%	+$52.3K	0.09%	115
2023 Q2	$476K	Buy	+1,068	New	+$450K	0.08%	118

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Nemes Rush Group reduced its iShares Core S&P 500 ETF (IVV) stake by 6.6% in Q1 2026, selling an estimated $358K and leaving 7,411 shares worth $4.84M. The position accounts for 0.46% of the portfolio, ranked #52.

Nemes Rush Group first reported a position in IVV in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.86M in Q4 2023. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Nemes Rush Group held 7,411 shares of iShares Core S&P 500 ETF worth $4.84M as of Q1 2026.
Nemes Rush Group sold 524 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $358K.
iShares Core S&P 500 ETF made up 0.46% of Nemes Rush Group's portfolio in Q1 2026, its #52 holding.
Nemes Rush Group first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Nemes Rush Group's iShares Core S&P 500 ETF position peaked at $7.86M in Q4 2023.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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