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iShares S&P SmallCap 600 Index shares owned by Nicolet Advisory Services

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Nicolet Advisory Services from 13F filings

Historical chart of Nicolet Advisory Services investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Nicolet Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $461k 3.9k 118.24
2025-06-30 $433k 4.0k 108.46
2019-12-31 $316k 3.8k 83.93
2019-09-30 $210k 2.7k 77.92
2019-06-30 $211k 2.7k 78.29
2019-03-31 $213k 2.8k 77.06

More positions owned by Nicolet Advisory Services

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Real Estate Etf (AVRE)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Nicolet Advisory Services

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index