Nicolet Bankshares’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Nicolet Bankshares’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.97M	Buy	23,127 +16,379	+243%	+$2.22M	0.11%	147
2025 Q4	$924K	Buy	6,748 +691	+11%	+$96.6K	0.15%	103
2025 Q3	$863K	Hold	6,057	–	–	0.14%	104
2025 Q2	$840K	Buy	6,057 +977	+19%	+$124K	0.15%	107
2025 Q1	$597K	Hold	5,080	–	–	0.12%	119
2024 Q4	$644K	Hold	5,080	–	–	0.15%	116
2024 Q3	$596K	Sell	5,080 -225	-4%	-$25.2K	0.14%	119
2024 Q2	$585K	Hold	5,305	–	–	0.15%	119
2024 Q1	$606K	Buy	+5,305	New	+$574K	0.15%	123

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Nicolet Bankshares's IWP Position: Q1 2026 in Review

Nicolet Bankshares increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 243% in Q1 2026, buying an estimated $2.22M and bringing the position to 23,127 shares worth $2.97M. The position accounts for 0.11% of the portfolio, ranked #147.

Nicolet Bankshares first reported a position in IWP in Q1 2024 and has held it in 9 quarters since. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Nicolet Bankshares held 23,127 shares of iShares Russell Mid-Cap Growth ETF worth $2.97M as of Q1 2026.
Nicolet Bankshares bought 16,379 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.22M.
iShares Russell Mid-Cap Growth ETF made up 0.11% of Nicolet Bankshares's portfolio in Q1 2026, its #147 holding.
Nicolet Bankshares first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Nicolet Bankshares's 13F filing for Q1 2026, filed 14 May 2026.