Nicholson Meyer Capital Management, Inc. IWB Holdings History
Number of Shares
36,741.00
Current Holdings Value*
$12.48 Mil
% of Portfolio
10.56%
Total Estimate Gain
$797,199.59
% of Total Estimate Gain
6.61%
Nicholson Meyer Capital Management, Inc.'s iShares Russell 1000 ETF Holding Summary
As of 2025-06-30, Nicholson Meyer Capital Management, Inc. held 36,741.00 shares of iShares Russell 1000 ETF(IWB), totaling $12.48 Mil. This investment constitutes 10.56% of their stock portfolio, and Nicholson Meyer Capital Management, Inc. now holds 0.03% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $313.79 for 547.00 shares. Based on historical transaction data and IWB's current price of $345.18, Nicholson Meyer Capital Management, Inc.'s estimated gain on his IWB holdings is $797,199.59, reflecting a 6.61% gain to date.
Nicholson Meyer Capital Management, Inc. IWB ($345.18) Holding Chart
Nicholson Meyer Capital Management, Inc. IWB ($345.18) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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