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

Nicolet Bankshares’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56M Sell
23,235
-804
-3% -$84.6K 0.08% 179
2026
Q1 		$2.34M Buy
24,039
+16,221
+207% +$1.62M 0.09% 176
2025
Q4 		$753K Buy
7,818
+2,174
+39% +$209K 0.12% 121
2025
Q3 		$545K Hold
5,644
– – 0.09% 144
2025
Q2 		$519K Buy
5,644
+40
+0.7% +$3.46K 0.09% 139
2025
Q1 		$477K Buy
5,604
+40
+0.7% +$3.57K 0.1% 137
2024
Q4 		$492K Sell
5,564
-40
-0.7% -$3.63K 0.12% 134
2024
Q3 		$494K Buy
5,604
+40
+0.7% +$3.37K 0.12% 132
2024
Q2 		$451K Hold
5,564
– – 0.11% 137
2024
Q1 		$468K Hold
5,564
– – 0.12% 137
2023
Q4 		$432K Buy
+5,564
New +$395K 0.12% 138
2022
Q1 		– Sell
-2,694
Closed -$224K – 212
2021
Q4 		$224K Hold
2,694
– – 0.05% 195
2021
Q3 		$211K Sell
2,694
-40
-1% -$3.2K 0.05% 195
2021
Q2 		$217K Hold
2,734
– – 0.06% 196
2021
Q1 		$202K Sell
2,734
-447
-14% -$32.3K 0.06% 196
2020
Q4 		$218K Buy
+3,181
New +$203K 0.07% 175
2020
Q3 		– Sell
-3,754
Closed -$201K – 185
2020
Q2 		$201K Buy
+3,754
New +$188K 0.08% 171
2020
Q1 		– Sell
-5,459
Closed -$325K – 179
2019
Q4 		$325K Buy
5,459
+35
+0.6% +$2.01K 0.12% 144
2019
Q3 		$303K Hold
5,424
– – 0.12% 143
2019
Q2 		$303K Buy
5,424
+1,075
+25% +$59K 0.13% 134
2019
Q1 		$235K Buy
+4,349
New +$225K 0.1% 154
2018
Q4 		– Sell
-4,224
Closed -$233K – 175
2018
Q3 		$233K Sell
4,224
-40
-0.9% -$2.19K 0.09% 160
2018
Q2 		$226K Buy
4,264
+160
+4% +$8.42K 0.1% 165
2018
Q1 		$212K Buy
+4,104
New +$216K 0.09% 172

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nicolet Bankshares's IWR Position: Q2 2026 in Review

Nicolet Bankshares reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.3% in Q2 2026, selling an estimated $84.6K and leaving 23,235 shares worth $2.56M. The position accounts for 0.08% of the portfolio, ranked #179.

Nicolet Bankshares first reported a position in IWR in Q1 2018 and has held it in 24 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Nicolet Bankshares held 23,235 shares of iShares Russell Mid-Cap ETF worth $2.56M as of Q2 2026.
  • Nicolet Bankshares sold 804 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $84.6K.
  • iShares Russell Mid-Cap ETF made up 0.08% of Nicolet Bankshares's portfolio in Q2 2026, its #179 holding.
  • Nicolet Bankshares first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 24 quarters since.
  • 1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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