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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Nemes Rush Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 51 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Nemes Rush Group first reported a position in IWD in Q2 2023 and has held it in 12 quarters since. The position peaked at $89.5K in Q2 2023. 1,899 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Nemes Rush Group held 51 shares of iShares Russell 1000 Value ETF worth $10.9K as of Q1 2026.
Nemes Rush Group left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q1 2026, its #537 holding.
Nemes Rush Group first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 12 quarters since.
Nemes Rush Group's iShares Russell 1000 Value ETF position peaked at $89.5K in Q2 2023.
1,899 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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