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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.82M Buy
+5,293
New +$1.72M 0.12% 90
2025
Q2
Sell
-3,277
Closed -$772K 418
2025
Q1
$772K Buy
3,277
+1,128
+52% +$318K 0.08% 145
2024
Q4
$612K Buy
+2,149
New +$636K 0.06% 173

Other funds holding IWO

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

Nicolet Advisory Services opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2025: 5,293 shares worth $1.82M. The stake represents 0.12% of the portfolio and ranks #90 among its holdings. This is a return to the name: Nicolet Advisory Services previously reported a position in IWO as recently as Q1 2025.

Nicolet Advisory Services first reported a position in IWO in Q4 2024 and has held it in 3 quarters since. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Nicolet Advisory Services held 5,293 shares of iShares Russell 2000 Growth ETF worth $1.82M as of Q4 2025.
  • iShares Russell 2000 Growth ETF was a new Nicolet Advisory Services position in Q4 2025.
  • iShares Russell 2000 Growth ETF made up 0.12% of Nicolet Advisory Services's portfolio in Q4 2025, its #90 holding.
  • Nicolet Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

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