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iShares Russell Midcap Value Index shares owned by Nicolet Advisory Services

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Nicolet Advisory Services from 13F filings

Historical chart of Nicolet Advisory Services investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value 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 Russell Midcap Value Index by Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 1.8k 130.51
2024-03-31 $224k 1.8k 124.25

More positions owned by Nicolet Advisory Services

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)

View all positions for Nicolet Advisory Services

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Tiaa Trust, National Association
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
Pnc Financial Services
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index