Nicolet Bankshares’s iShares Russell 1000 ETF IWB Stock Holding History

Nicolet Bankshares’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64M	Sell	3,994 -481	-11%	-$191K	0.05%	228
2026 Q1	$1.6M	Buy	4,475 +1,450	+48%	+$540K	0.06%	223
2025 Q4	$1.13M	Sell	3,025 -32	-1%	-$11.9K	0.18%	88
2025 Q3	$1.12M	Hold	3,057	–	–	0.18%	91
2025 Q2	$1.04M	Buy	3,057 +92	+3%	+$28.9K	0.18%	84
2025 Q1	$909K	Hold	2,965	–	–	0.18%	92
2024 Q4	$955K	Sell	2,965 -75	-2%	-$24.3K	0.23%	88
2024 Q3	$956K	Sell	3,040 -557	-15%	-$169K	0.23%	91
2024 Q2	$1.07M	Hold	3,597	–	–	0.27%	82
2024 Q1	$1.04M	Sell	3,597 -9	-0.2%	-$2.47K	0.26%	91
2023 Q4	$946K	Sell	3,606 -365	-9%	-$89.4K	0.25%	91
2023 Q3	$933K	Buy	3,971 +135	+4%	+$33K	0.29%	80
2023 Q2	$935K	Hold	3,836	–	–	0.27%	81
2023 Q1	$864K	Sell	3,836 -31	-0.8%	-$6.82K	0.28%	68
2022 Q4	$814K	Sell	3,867 -125	-3%	-$26.5K	0.28%	72
2022 Q3	$788K	Sell	3,992 -540	-12%	-$118K	0.23%	79
2022 Q2	$942K	Sell	4,532 -2,083	-31%	-$471K	0.25%	76
2022 Q1	$1.65M	Buy	6,615 +230	+4%	+$56.8K	0.36%	55
2021 Q4	$1.69M	Sell	6,385 -329	-5%	-$84.7K	0.37%	50
2021 Q3	$1.62M	Sell	6,714 -270	-4%	-$67.1K	0.42%	44
2021 Q2	$1.69M	Hold	6,984	–	–	0.44%	43
2021 Q1	$1.56M	Sell	6,984 -135	-2%	-$29.6K	0.43%	42
2020 Q4	$1.5M	Sell	7,119 -1,113	-14%	-$222K	0.46%	35
2020 Q3	$1.54M	Sell	8,232 -1,629	-17%	-$301K	0.53%	34
2020 Q2	$1.69M	Buy	9,861 +504	+5%	+$81.5K	0.64%	28
2020 Q1	$1.32M	Buy	9,357 +534	+6%	+$90.3K	0.6%	32
2019 Q4	$1.57M	Buy	8,823 +632	+8%	+$108K	0.58%	37
2019 Q3	$1.35M	Buy	8,191 +1,105	+16%	+$181K	0.54%	38
2019 Q2	$1.15M	Buy	7,086 +1,254	+22%	+$201K	0.48%	40
2019 Q1	$917K	Buy	5,832 +174	+3%	+$26.3K	0.38%	52
2018 Q4	$785K	Buy	5,658 +32	+0.6%	+$4.79K	0.38%	56
2018 Q3	$910K	Buy	5,626 +169	+3%	+$26.8K	0.37%	55
2018 Q2	$829K	Buy	5,457 +525	+11%	+$79.1K	0.35%	59
2018 Q1	$724K	Buy	4,932 +385	+8%	+$58.5K	0.31%	68
2017 Q4	$676K	Buy	4,547 +260	+6%	+$37.7K	0.29%	71
2017 Q3	$600K	Buy	4,287 +110	+3%	+$15.1K	0.27%	78
2017 Q2	$565K	Buy	4,177 +1,195	+40%	+$160K	0.27%	75
2017 Q1	$391K	Sell	2,982 -2,135	-42%	-$276K	0.21%	95
2016 Q4	$637K	Buy	5,117 +590	+13%	+$71.8K	0.35%	55
2016 Q3	$545K	Buy	4,527 +150	+3%	+$18K	0.32%	64
2016 Q2	$512K	Hold	4,377	–	–	0.34%	60
2016 Q1	$499K	Hold	4,377	–	–	0.35%	55
2015 Q4	$469K	Buy	+4,377	New	+$500K	0.47%	54

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nicolet Bankshares's IWB Position: Q2 2026 in Review

Nicolet Bankshares reduced its iShares Russell 1000 ETF (IWB) stake by 11% in Q2 2026, selling an estimated $191K and leaving 3,994 shares worth $1.64M. The position accounts for 0.05% of the portfolio, ranked #228.

Nicolet Bankshares first reported a position in IWB in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.69M in Q2 2020. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Nicolet Bankshares held 3,994 shares of iShares Russell 1000 ETF worth $1.64M as of Q2 2026.
Nicolet Bankshares sold 481 iShares Russell 1000 ETF shares in Q2 2026, an estimated $191K.
iShares Russell 1000 ETF made up 0.05% of Nicolet Bankshares's portfolio in Q2 2026, its #228 holding.
Nicolet Bankshares first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 43 quarters since.
Nicolet Bankshares's iShares Russell 1000 ETF position peaked at $1.69M in Q2 2020.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Nicolet Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.