Nicolet Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
Other funds holding IWN
DADC
VNIM
Nicolet Advisory Services's IWN Position: Q4 2025 in Review
Nicolet Advisory Services increased its iShares Russell 2000 Value ETF (IWN) stake by 85% in Q4 2025, buying an estimated $260K and bringing the position to 3,152 shares worth $604K. The position accounts for 0.04% of the portfolio, ranked #208.
Nicolet Advisory Services first reported a position in IWN in Q3 2024 and has held it in 5 quarters since. 1,043 funds tracked by Wall St. Rank hold IWN as of Q4 2025.
- Nicolet Advisory Services held 3,152 shares of iShares Russell 2000 Value ETF worth $604K as of Q4 2025.
- Nicolet Advisory Services bought 1,448 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $260K.
- iShares Russell 2000 Value ETF made up 0.04% of Nicolet Advisory Services's portfolio in Q4 2025, its #208 holding.
- Nicolet Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and has held it in 5 quarters since.
- 1,043 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.
Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.