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Nemes Rush Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Nemes Rush Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4K Hold
51
– – ﹤0.01% 540
2026
Q1 		$10.9K Hold
51
– – ﹤0.01% 537
2025
Q4 		$10.7K Hold
51
– – ﹤0.01% 540
2025
Q3 		$10.4K Hold
51
– – ﹤0.01% 484
2025
Q2 		$9.91K Sell
51
-9
-15% -$1.67K ﹤0.01% 476
2025
Q1 		$11.3K Hold
60
– – ﹤0.01% 455
2024
Q4 		$11.1K Buy
60
+21
+54% +$4.03K ﹤0.01% 454
2024
Q3 		$6.99K Sell
39
-149
-79% -$27.1K ﹤0.01% 435
2024
Q2 		$32.8K Buy
188
+149
+382% +$26.1K ﹤0.01% 300
2024
Q1 		$6.99K Hold
39
– – ﹤0.01% 471
2023
Q4 		$6.45K Sell
39
-12
-24% -$1.85K ﹤0.01% 463
2023
Q3 		$7.74K Sell
51
-516
-91% -$81.8K ﹤0.01% 434
2023
Q2 		$89.5K Buy
+567
New +$86.7K 0.02% 225

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Nemes Rush Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 51 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Nemes Rush Group first reported a position in IWD in Q2 2023 and has held it in 13 quarters since. The position peaked at $89.5K in Q2 2023. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Nemes Rush Group held 51 shares of iShares Russell 1000 Value ETF worth $12.4K as of Q2 2026.
  • Nemes Rush Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q2 2026, its #540 holding.
  • Nemes Rush Group first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Nemes Rush Group's iShares Russell 1000 Value ETF position peaked at $89.5K in Q2 2023.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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