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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$475K	Buy	+4,743	New	+$456K	0.03%	236

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Nicolet Advisory Services opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q4 2025: 4,743 shares worth $475K. The stake represents 0.03% of the portfolio and ranks #236 among its holdings.

1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Nicolet Advisory Services held 4,743 shares of iShares Russell Mid-Cap ETF worth $475K as of Q4 2025.
iShares Russell Mid-Cap ETF was a new Nicolet Advisory Services position in Q4 2025.
iShares Russell Mid-Cap ETF made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #236 holding.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

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