Nixon Peabody Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Nixon Peabody Trust’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	$54M	Buy	131,839 +564	+0.4%	+$224K	3.82%	7
2026 Q1	$46.8M	Buy	131,275 +16,390	+14%	+$6.11M	3.72%	6
2025 Q4	$42.9M	Sell	114,885 -5,151	-4%	-$1.91M	3.25%	8
2025 Q3	$43.9M	Sell	120,036 -35,884	-23%	-$12.6M	3.21%	7
2025 Q2	$52.9M	Sell	155,920 -20,423	-12%	-$6.41M	4.1%	7
2025 Q1	$54.1M	Buy	176,343 +31,310	+22%	+$10.1M	4.59%	5
2024 Q4	$46.7M	Sell	145,033 -822	-0.6%	-$266K	3.85%	7
2024 Q3	$45.9M	Buy	145,855 +5,316	+4%	+$1.61M	3.82%	7
2024 Q2	$41.8M	Buy	140,539 +95,824	+214%	+$27.5M	3.72%	7
2024 Q1	$12.9M	Buy	+44,715	New	+$12.3M	1.18%	33

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nixon Peabody Trust's IWB Position: Q2 2026 in Review

Nixon Peabody Trust increased its iShares Russell 1000 ETF (IWB) stake by 0.43% in Q2 2026, buying an estimated $224K and bringing the position to 131,839 shares worth $54M. The position accounts for 3.82% of the portfolio, ranked #7.

Nixon Peabody Trust first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. The position peaked at $54.1M in Q1 2025. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Nixon Peabody Trust held 131,839 shares of iShares Russell 1000 ETF worth $54M as of Q2 2026.
Nixon Peabody Trust bought 564 iShares Russell 1000 ETF shares in Q2 2026, an estimated $224K.
iShares Russell 1000 ETF made up 3.82% of Nixon Peabody Trust's portfolio in Q2 2026, its #7 holding.
Nixon Peabody Trust first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
Nixon Peabody Trust's iShares Russell 1000 ETF position peaked at $54.1M in Q1 2025.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Nixon Peabody Trust's 13F filing for Q2 2026, filed 27 Jul 2026.