Nicolet Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$642K	Buy
2025 Q2	$441K	Buy
2025 Q1	$324K	Buy
2024 Q4	$223K	Buy
2021 Q1	–	Sell
2020 Q4	$275K	Buy
2020 Q2	–	Sell
2020 Q1	$212K	Buy
2019 Q4	$257K	Buy