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 Q4	$668K	Sell	2,554 -74	-3%	-$18.2K	0.05%	193
2025 Q3	$642K	Buy	2,628 +574	+28%	+$132K	0.05%	195
2025 Q2	$441K	Buy	2,054 +272	+15%	+$54.7K	0.04%	233
2025 Q1	$324K	Buy	1,782 +753	+73%	+$163K	0.03%	263
2024 Q4	$223K	Buy	+1,029	New	+$235K	0.02%	351
2021 Q1	–	Sell	-1,405	Closed	-$275K	–	190
2020 Q4	$275K	Buy	+1,405	New	+$246K	0.04%	142
2020 Q2	–	Sell	-1,854	Closed	-$212K	–	211
2020 Q1	$212K	Buy	1,854 +301	+19%	+$44.9K	0.04%	176
2019 Q4	$257K	Buy	+1,553	New	+$245K	0.04%	146

Other funds holding IWM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Nicolet Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q4 2025, selling an estimated $18.2K and leaving 2,554 shares worth $668K. The position accounts for 0.05% of the portfolio, ranked #193.

Nicolet Advisory Services first reported a position in IWM in Q4 2019 and has held it in 8 quarters since. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Nicolet Advisory Services held 2,554 shares of iShares Russell 2000 ETF worth $668K as of Q4 2025.
Nicolet Advisory Services sold 74 iShares Russell 2000 ETF shares in Q4 2025, an estimated $18.2K.
iShares Russell 2000 ETF made up 0.05% of Nicolet Advisory Services's portfolio in Q4 2025, its #193 holding.
Nicolet Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 8 quarters since.
2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

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