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Nixon Peabody Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Nixon Peabody Trust’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03M Buy
6,755
+1,825
+37% +$513K 0.14% 78
2026
Q1 		$1.22M Sell
4,930
-3,755
-43% -$969K 0.1% 83
2025
Q4 		$2.14M Hold
8,685
– – 0.16% 74
2025
Q3 		$2.1M Sell
8,685
-310
-3% -$71.1K 0.15% 76
2025
Q2 		$1.94M Sell
8,995
-215
-2% -$43.3K 0.15% 73
2025
Q1 		$1.84M Sell
9,210
-1,065
-10% -$231K 0.16% 71
2024
Q4 		$2.27M Sell
10,275
-600
-6% -$137K 0.19% 65
2024
Q3 		$2.4M Buy
10,875
+398
+4% +$85.2K 0.2% 57
2024
Q2 		$2.13M Sell
10,477
-1,601
-13% -$324K 0.19% 58
2024
Q1 		$2.54M Sell
12,078
-2,568
-18% -$512K 0.23% 54
2023
Q4 		$2.94M Buy
+14,646
New +$2.62M 0.33% 50
2023
Q1 		– Sell
-2,665
Closed -$465K – 67
2022
Q4 		$465K Sell
2,665
-112
-4% -$19.9K 0.38% 58
2022
Q3 		$458K Sell
2,777
-1,063
-28% -$194K 0.39% 57
2022
Q2 		$650K Sell
3,840
-1,118
-23% -$206K 0.29% 55
2022
Q1 		$1.02M Sell
4,958
-20
-0.4% -$4.08K 0.35% 55
2021
Q4 		$1.11M Buy
4,978
+288
+6% +$65.1K 0.34% 54
2021
Q3 		$1.03M Buy
4,690
+2,252
+92% +$499K 0.37% 53
2021
Q2 		$559K Sell
2,438
-2
-0.1% -$450 0.22% 54
2021
Q1 		$539K Sell
2,440
-1,667
-41% -$364K 0.22% 56
2020
Q4 		$806K Sell
4,107
-10
-0.2% -$1.75K 0.34% 53
2020
Q3 		$616K Buy
4,117
+402
+11% +$60.5K 0.28% 57
2020
Q2 		$532K Hold
3,715
– – 0.27% 59
2020
Q1 		$425K Buy
3,715
+2
+0.1% +$298 0.26% 59
2019
Q4 		$615K Buy
3,713
+5
+0.1% +$790 0.31% 56
2019
Q3 		$561K Buy
3,708
+3
+0.1% +$458 0.3% 57
2019
Q2 		$576K Sell
3,705
-45
-1% -$6.94K 0.32% 58
2019
Q1 		$575K Sell
3,750
-985
-21% -$148K 0.38% 56
2018
Q4 		$634K Buy
4,735
+350
+8% +$52.2K 0.5% 57
2018
Q3 		$739K Sell
4,385
-1,185
-21% -$200K 0.51% 57
2018
Q2 		$912K Buy
5,570
+4,200
+307% +$672K 0.71% 49
2018
Q1 		$208K Sell
1,370
-2
-0.1% -$309 0.19% 64
2017
Q4 		$209K Hold
1,372
– – 0.18% 65
2017
Q3 		$203K Buy
+1,372
New +$193K 0.18% 68
2016
Q3 		– Sell
-7,370
Closed -$847K – 77
2016
Q2 		$847K Hold
7,370
– – 0.74% 50
2016
Q1 		$816K Hold
7,370
– – 0.73% 51
2015
Q4 		$830K Buy
+7,370
New +$850K 0.76% 52

Other funds holding IWM

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Nixon Peabody Trust increased its iShares Russell 2000 ETF (IWM) stake by 37% in Q2 2026, buying an estimated $513K and bringing the position to 6,755 shares worth $2.03M. The position accounts for 0.14% of the portfolio, ranked #78.

Nixon Peabody Trust first reported a position in IWM in Q4 2015 and has held it in 36 quarters since. The position peaked at $2.94M in Q4 2023. 1,104 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Nixon Peabody Trust held 6,755 shares of iShares Russell 2000 ETF worth $2.03M as of Q2 2026.
  • Nixon Peabody Trust bought 1,825 iShares Russell 2000 ETF shares in Q2 2026, an estimated $513K.
  • iShares Russell 2000 ETF made up 0.14% of Nixon Peabody Trust's portfolio in Q2 2026, its #78 holding.
  • Nixon Peabody Trust first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 36 quarters since.
  • Nixon Peabody Trust's iShares Russell 2000 ETF position peaked at $2.94M in Q4 2023.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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