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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.44M	Sell	20,452 -5,212	-20%	-$617K	0.16%	74
2025 Q3	$3.02M	Buy	25,664 +3,660	+17%	+$408K	0.23%	56
2025 Q2	$2.38M	Buy	22,004 +2,792	+15%	+$267K	0.2%	64
2025 Q1	$1.65M	Buy	19,212 +3,492	+22%	+$345K	0.16%	71
2024 Q4	$1.56M	Buy	15,720 +652	+4%	+$64.1K	0.14%	77
2024 Q3	$1.4M	Buy	15,068 +4,112	+38%	+$373K	0.13%	82
2024 Q2	$1.05M	Hold	10,956	–	–	0.1%	103
2024 Q1	$918K	Sell	10,956 -24	-0.2%	-$1.93K	0.09%	108
2023 Q4	$809K	Sell	10,980 -7,556	-41%	-$534K	0.09%	114
2023 Q3	$1.24M	Buy	18,536 +1,692	+10%	+$117K	0.14%	80
2023 Q2	$1.15M	Hold	16,844	–	–	0.13%	87
2023 Q1	$1.02M	Sell	16,844 -88	-0.5%	-$5.07K	0.12%	94
2022 Q4	$938K	Buy	16,932 +3,252	+24%	+$179K	0.12%	83
2022 Q3	$721K	Sell	13,680 -460	-3%	-$27.1K	0.12%	74
2022 Q2	$810K	Hold	14,140	–	–	0.12%	73
2022 Q1	$953K	Sell	14,140 -480	-3%	-$32.8K	0.12%	66
2021 Q4	$1.12M	Sell	14,620 -252	-2%	-$18.7K	0.14%	63
2021 Q3	$1.02M	Hold	14,872	–	–	0.13%	66
2021 Q2	$1.01M	Hold	14,872	–	–	0.13%	65
2021 Q1	$904K	Sell	14,872 -3,420	-19%	-$208K	0.13%	65
2020 Q4	$1.1M	Buy	18,292 +472	+3%	+$26.9K	0.15%	59
2020 Q3	$966K	Sell	17,820 -42,012	-70%	-$2.21M	0.15%	63
2020 Q2	$2.87M	Sell	59,832 -1,528	-2%	-$67.3K	0.44%	38
2020 Q1	$2.31M	Buy	61,360 +40,368	+192%	+$1.74M	0.41%	41
2019 Q4	$923K	Buy	20,992 +2,960	+16%	+$124K	0.15%	66
2019 Q3	$720K	Buy	18,032 +3,172	+21%	+$127K	0.11%	75
2019 Q2	$585K	Buy	14,860 +5,680	+62%	+$220K	0.09%	79
2019 Q1	$347K	Buy	+9,180	New	+$330K	0.06%	110

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Nicolet Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 20% in Q4 2025, selling an estimated $617K and leaving 20,452 shares worth $2.44M. The position accounts for 0.16% of the portfolio, ranked #74.

Nicolet Advisory Services first reported a position in IWF in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.02M in Q3 2025. 2,521 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Nicolet Advisory Services held 20,452 shares of iShares Russell 1000 Growth ETF worth $2.44M as of Q4 2025.
Nicolet Advisory Services sold 5,212 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $617K.
iShares Russell 1000 Growth ETF made up 0.16% of Nicolet Advisory Services's portfolio in Q4 2025, its #74 holding.
Nicolet Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 28 quarters since.
Nicolet Advisory Services's iShares Russell 1000 Growth ETF position peaked at $3.02M in Q3 2025.
2,521 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

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