Nixon Peabody Trust’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.9M | Sell |
155,920
-20,423
| -12% | -$6.94M | 4.1% | 7 |
|
|
2025
Q1 | $54.1M | Buy |
176,343
+31,310
| +22% | +$9.6M | 4.59% | 5 |
|
|
2024
Q4 | $46.7M | Sell |
145,033
-822
| -0.6% | -$265K | 3.85% | 7 |
|
|
2024
Q3 | $45.9M | Buy |
145,855
+5,316
| +4% | +$1.67M | 3.82% | 7 |
|
|
2024
Q2 | $41.8M | Buy |
140,539
+95,824
| +214% | +$28.5M | 3.72% | 7 |
|
|
2024
Q1 | $12.9M | Buy |
+44,715
| New | +$12.9M | 1.18% | 33 |
|