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

Nicolet Advisory Services’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$598K	Buy	4,724 +829	+21%	+$99.1K	0.04%	209
2025 Q3	$461K	Sell	3,895 -94	-2%	-$10.8K	0.04%	239
2025 Q2	$433K	Buy	+3,989	New	+$412K	0.04%	239
2020 Q1	–	Sell	-3,765	Closed	-$316K	–	205
2019 Q4	$316K	Buy	3,765 +1,070	+40%	+$86.1K	0.05%	130
2019 Q3	$210K	Hold	2,695	–	–	0.03%	157
2019 Q2	$211K	Sell	2,695 -69	-2%	-$5.36K	0.03%	149
2019 Q1	$213K	Buy	+2,764	New	+$212K	0.04%	139

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Nicolet Advisory Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 21% in Q4 2025, buying an estimated $99.1K and bringing the position to 4,724 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #209.

Nicolet Advisory Services first reported a position in IJR in Q1 2019 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

Nicolet Advisory Services held 4,724 shares of iShares Core S&P Small-Cap ETF worth $598K as of Q4 2025.
Nicolet Advisory Services bought 829 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $99.1K.
iShares Core S&P Small-Cap ETF made up 0.04% of Nicolet Advisory Services's portfolio in Q4 2025, its #209 holding.
Nicolet Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

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