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Nicholson Meyer Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Nicholson Meyer Capital Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2M Buy
44,553
+7,805
+21% +$3.09M 12.15% 1
2026
Q1 		$13.1M Buy
36,748
+607
+2% +$226K 10.05% 1
2025
Q4 		$13.5M Sell
36,141
-707
-2% -$262K 10.21% 2
2025
Q3 		$13.5M Buy
36,848
+107
+0.3% +$37.7K 10.35% 1
2025
Q2 		$12.5M Sell
36,741
-547
-1% -$172K 10.56% 1
2025
Q1 		$11.4M Buy
+37,288
New +$12.1M 10.52% 2

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Nicholson Meyer Capital Management's IWB Position: Q2 2026 in Review

Nicholson Meyer Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 21% in Q2 2026, buying an estimated $3.09M and bringing the position to 44,553 shares worth $18.2M. The position accounts for 12.15% of the portfolio, ranked #1.

Nicholson Meyer Capital Management first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 511 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Nicholson Meyer Capital Management held 44,553 shares of iShares Russell 1000 ETF worth $18.2M as of Q2 2026.
  • Nicholson Meyer Capital Management bought 7,805 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.09M.
  • iShares Russell 1000 ETF made up 12.15% of Nicholson Meyer Capital Management's portfolio in Q2 2026, its #1 holding.
  • Nicholson Meyer Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.