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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$379K	Hold
2025 Q2	$360K	Sell
2025 Q1	$838K	Buy
2024 Q4	$666K	Buy
2024 Q3	$240K	Buy
2024 Q2	$218K	Hold
2024 Q1	$224K	Sell
2023 Q4	$370K	Buy