Nemes Rush Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.37K	Hold	30	–	–	﹤0.01%	649
2025 Q4	$4.23K	Hold	30	–	–	﹤0.01%	647
2025 Q3	$4.19K	Hold	30	–	–	﹤0.01%	561
2025 Q2	$3.96K	Sell	30 -6	-17%	-$753	﹤0.01%	558
2025 Q1	$4.54K	Hold	36	–	–	﹤0.01%	539
2024 Q4	$4.66K	Sell	36 -77	-68%	-$10.3K	﹤0.01%	546
2024 Q3	$14.2K	Hold	113	–	–	﹤0.01%	374
2024 Q2	$13.6K	Sell	113 -77	-41%	-$9.36K	﹤0.01%	378
2024 Q1	$23.8K	Buy	190 +75	+65%	+$8.83K	﹤0.01%	358
2023 Q4	$13.3K	Hold	115	–	–	﹤0.01%	399
2023 Q3	$12K	Hold	115	–	–	﹤0.01%	387
2023 Q2	$12.6K	Buy	+115	New	+$12.1K	﹤0.01%	406

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Nemes Rush Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 30 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Nemes Rush Group first reported a position in IWS in Q2 2023 and has held it in 12 quarters since. The position peaked at $23.8K in Q1 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Nemes Rush Group held 30 shares of iShares Russell Mid-Cap Value ETF worth $4.37K as of Q1 2026.
Nemes Rush Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q1 2026, its #649 holding.
Nemes Rush Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
Nemes Rush Group's iShares Russell Mid-Cap Value ETF position peaked at $23.8K in Q1 2024.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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