Nicolet Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.15M	Buy	15,203 +9,101	+149%	+$1.27M	0.14%	80
2025 Q3	$870K	Buy	6,102 +1	+0%	+$141	0.07%	145
2025 Q2	$849K	Sell	6,101 -2,008	-25%	-$254K	0.07%	145
2025 Q1	$901K	Buy	8,109 +2,622	+48%	+$337K	0.09%	122
2024 Q4	$697K	Buy	5,487 +1,913	+54%	+$243K	0.06%	156
2024 Q3	$418K	Sell	3,574 -294	-8%	-$32.9K	0.04%	233
2024 Q2	$429K	Buy	3,868 +1	+0%	+$110	0.04%	223
2024 Q1	$436K	Hold	3,867	–	–	0.04%	207
2023 Q4	$390K	Buy	3,867 +1	+0%	+$95	0.04%	198
2023 Q3	$348K	Buy	3,866 +658	+21%	+$62.9K	0.04%	204
2023 Q2	$305K	Buy	3,208 +123	+4%	+$11.2K	0.03%	225
2023 Q1	$274K	Sell	3,085 -907	-23%	-$80.9K	0.03%	221
2022 Q4	$348K	Buy	3,992 +463	+13%	+$39K	0.05%	162
2022 Q3	$281K	Sell	3,529 -69	-2%	-$5.94K	0.05%	143
2022 Q2	$300K	Buy	3,598 +70	+2%	+$6.1K	0.04%	136
2022 Q1	$345K	Buy	3,528 +2	+0.1%	+$199	0.05%	130
2021 Q4	$406K	Sell	3,526 -5	-0.1%	-$583	0.05%	119
2021 Q3	$396K	Buy	3,531 +2	+0.1%	+$230	0.05%	134
2021 Q2	$400K	Hold	3,529	–	–	0.05%	120
2021 Q1	$360K	Buy	3,529 +1	+0%	+$105	0.05%	122
2020 Q4	$362K	Sell	3,528 -546	-13%	-$52K	0.05%	124
2020 Q3	$352K	Sell	4,074 -78	-2%	-$6.58K	0.05%	117
2020 Q2	$328K	Buy	4,152 +548	+15%	+$39.7K	0.05%	145
2020 Q1	$219K	Buy	3,604 +402	+13%	+$29.3K	0.04%	172
2019 Q4	$244K	Buy	3,202 +2	+0.1%	+$147	0.04%	150
2019 Q3	$226K	Sell	3,200 -40	-1%	-$2.88K	0.03%	149
2019 Q2	$231K	Sell	3,240 -114	-3%	-$7.93K	0.04%	141
2019 Q1	$227K	Buy	+3,354	New	+$215K	0.04%	134

Other funds holding IWP

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Nicolet Advisory Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 149% in Q4 2025, buying an estimated $1.27M and bringing the position to 15,203 shares worth $2.15M. The position accounts for 0.14% of the portfolio, ranked #80.

Nicolet Advisory Services first reported a position in IWP in Q1 2019 and has held it in 28 quarters since. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Nicolet Advisory Services held 15,203 shares of iShares Russell Mid-Cap Growth ETF worth $2.15M as of Q4 2025.
Nicolet Advisory Services bought 9,101 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $1.27M.
iShares Russell Mid-Cap Growth ETF made up 0.14% of Nicolet Advisory Services's portfolio in Q4 2025, its #80 holding.
Nicolet Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 28 quarters since.
1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

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