Nicolet Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$521K Sell
7,529
-4,776
-39% -$313K 0.04% 221
2025
Q3
$802K Hold
12,305
0.06% 157
2025
Q2
$764K Buy
12,305
+4,310
+54% +$253K 0.07% 155
2025
Q1
$429K Buy
7,995
+646
+9% +$40.1K 0.04% 217
2024
Q4
$455K Buy
7,349
+29
+0.4% +$1.86K 0.04% 219
2024
Q3
$451K Sell
7,320
-10
-0.1% -$603 0.04% 219
2024
Q2
$428K Buy
7,330
+510
+7% +$30K 0.04% 224
2024
Q1
$409K Sell
6,820
-140
-2% -$7.93K 0.04% 216
2023
Q4
$377K Sell
6,960
-375
-5% -$19K 0.04% 207
2023
Q3
$357K Buy
7,335
+615
+9% +$32.2K 0.04% 199
2023
Q2
$346K Buy
6,720
+2,040
+44% +$101K 0.04% 204
2023
Q1
$228K Sell
4,680
-795
-15% -$40.5K 0.03% 258
2022
Q4
$278K Sell
5,475
-930
-15% -$44.9K 0.04% 189
2022
Q3
$289K Buy
+6,405
New +$310K 0.05% 141
2022
Q1
Sell
-3,610
Closed -$204K 210
2021
Q4
$204K Buy
+3,610
New +$201K 0.03% 199

Other funds holding IJH

Nicolet Advisory Services's IJH Position: Q4 2025 in Review

Nicolet Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 39% in Q4 2025, selling an estimated $313K and leaving 7,529 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #221.

Nicolet Advisory Services first reported a position in IJH in Q4 2021 and has held it in 15 quarters since. The position peaked at $802K in Q3 2025. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Nicolet Advisory Services held 7,529 shares of iShares Core S&P Mid-Cap ETF worth $521K as of Q4 2025.
  • Nicolet Advisory Services sold 4,776 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $313K.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of Nicolet Advisory Services's portfolio in Q4 2025, its #221 holding.
  • Nicolet Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Nicolet Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $802K in Q3 2025.
  • 2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.