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
Q2 | $448K | Sell |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $544K | Buy |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $650K | Buy |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $202K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $809K | Sell |
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|
2020
Q1 | $754K | Buy |
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