Nicolet Advisory Services’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$586K	Buy	2,893 +37	+1%	+$7.4K	0.04%	211
2025 Q3	$565K	Hold	2,856	–	–	0.04%	212
2025 Q2	$506K	Buy	2,856 +23	+0.8%	+$3.49K	0.04%	211
2025 Q1	$376K	Buy	2,833 +5	+0.2%	+$779	0.04%	237
2024 Q4	$446K	Sell	2,828 -81	-3%	-$12.8K	0.04%	225
2024 Q3	$436K	Buy	2,909 +81	+3%	+$11.9K	0.04%	227
2024 Q2	$449K	Hold	2,828	–	–	0.04%	215
2024 Q1	$380K	Hold	2,828	–	–	0.04%	224
2023 Q4	$333K	Sell	2,828 -91	-3%	-$10.3K	0.04%	228
2023 Q3	$308K	Buy	2,919 +91	+3%	+$9.9K	0.03%	222
2023 Q2	$305K	Buy	+2,828	New	+$278K	0.03%	224

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Nicolet Advisory Services increased its iShares US Technology ETF (IYW) stake by 1.3% in Q4 2025, buying an estimated $7.4K and bringing the position to 2,893 shares worth $586K. The position accounts for 0.04% of the portfolio, ranked #211.

Nicolet Advisory Services first reported a position in IYW in Q2 2023 and has held it in 11 quarters since. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Nicolet Advisory Services held 2,893 shares of iShares US Technology ETF worth $586K as of Q4 2025.
Nicolet Advisory Services bought 37 iShares US Technology ETF shares in Q4 2025, an estimated $7.4K.
iShares US Technology ETF made up 0.04% of Nicolet Advisory Services's portfolio in Q4 2025, its #211 holding.
Nicolet Advisory Services first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 11 quarters since.
1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

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