Nicolet Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$934K Buy
2,450
+1,168
+91% +$433K 0.06% 150
2025
Q3
$471K Sell
1,282
-30
-2% -$10.6K 0.04% 234
2025
Q2
$448K Sell
1,312
-3,860
-75% -$1.21M 0.04% 231
2025
Q1
$1.49M Buy
5,172
+831
+19% +$269K 0.15% 78
2024
Q4
$1.39M Buy
4,341
+2,563
+144% +$830K 0.13% 84
2024
Q3
$553K Buy
1,778
+1
+0.1% +$303 0.05% 186
2024
Q2
$544K Buy
1,777
+805
+83% +$231K 0.05% 182
2024
Q1
$278K Sell
972
-1,547
-61% -$424K 0.03% 280
2023
Q4
$650K Buy
2,519
+1,550
+160% +$380K 0.07% 140
2023
Q3
$226K Buy
969
+133
+16% +$32.6K 0.03% 273
2023
Q2
$202K Buy
+836
New +$193K 0.02% 298
2020
Q3
Sell
-4,711
Closed -$809K 198
2020
Q2
$809K Sell
4,711
-616
-12% -$99.7K 0.12% 82
2020
Q1
$754K Buy
+5,327
New +$901K 0.13% 84

Other funds holding IWB

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

Nicolet Advisory Services increased its iShares Russell 1000 ETF (IWB) stake by 91% in Q4 2025, buying an estimated $433K and bringing the position to 2,450 shares worth $934K. The position accounts for 0.06% of the portfolio, ranked #150.

Nicolet Advisory Services first reported a position in IWB in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.49M in Q1 2025. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

  • Nicolet Advisory Services held 2,450 shares of iShares Russell 1000 ETF worth $934K as of Q4 2025.
  • Nicolet Advisory Services bought 1,168 iShares Russell 1000 ETF shares in Q4 2025, an estimated $433K.
  • iShares Russell 1000 ETF made up 0.06% of Nicolet Advisory Services's portfolio in Q4 2025, its #150 holding.
  • Nicolet Advisory Services first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 13 quarters since.
  • Nicolet Advisory Services's iShares Russell 1000 ETF position peaked at $1.49M in Q1 2025.
  • 1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

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