Nicolet Advisory Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
Other funds holding IWS
FCBT
Nicolet Advisory Services's IWS Position: Q4 2025 in Review
Nicolet Advisory Services reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 30% in Q4 2025, selling an estimated $114K and leaving 1,894 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #341.
Nicolet Advisory Services first reported a position in IWS in Q4 2023 and has held it in 9 quarters since. The position peaked at $838K in Q1 2025. 990 funds tracked by Wall St. Rank hold IWS as of Q4 2025.
- Nicolet Advisory Services held 1,894 shares of iShares Russell Mid-Cap Value ETF worth $278K as of Q4 2025.
- Nicolet Advisory Services sold 817 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $114K.
- iShares Russell Mid-Cap Value ETF made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #341 holding.
- Nicolet Advisory Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
- Nicolet Advisory Services's iShares Russell Mid-Cap Value ETF position peaked at $838K in Q1 2025.
- 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.
Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.