Nikulski Financial’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Nikulski Financial’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,302	Closed	-$600K	–	125
2022 Q3	$600K	Sell	10,302 -31	-0.3%	-$1.97K	0.31%	70
2022 Q2	$586K	Sell	10,333 -2,688	-21%	-$174K	0.29%	75
2022 Q1	$977K	Sell	13,021 -813	-6%	-$61.1K	0.41%	63
2021 Q4	$1.16M	Sell	13,834 -1,557	-10%	-$129K	0.49%	54
2021 Q3	$1.19M	Buy	15,391 +3,261	+27%	+$257K	0.55%	51
2021 Q2	$950K	Sell	12,130 -459	-4%	-$35.2K	0.44%	61
2021 Q1	$942K	Sell	12,589 -2,941	-19%	-$214K	0.48%	53
2020 Q4	$1.09M	Buy	15,530 +2,082	+15%	+$138K	0.6%	48
2020 Q3	$840K	Buy	13,448 +952	+8%	+$57.5K	0.53%	49
2020 Q2	$684K	Buy	12,496 +3,700	+42%	+$191K	0.48%	50
2020 Q1	$390K	Buy	+8,796	New	+$470K	0.34%	59

Other funds holding IYC

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Nikulski Financial's IYC Position: Q4 2022 in Review

Nikulski Financial sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2022, closing a stake of 10,302 shares — an estimated $600K sold.

Nikulski Financial first reported a position in IYC in Q1 2020 and held it in 11 quarters. The position peaked at $1.19M in Q3 2021. 178 funds tracked by Wall St. Rank hold IYC as of Q4 2022.

Nikulski Financial reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2022 after selling out during the quarter.
Nikulski Financial sold 10,302 iShares US Consumer Discretionary ETF shares in Q4 2022, an estimated $600K.
Nikulski Financial first reported a position in iShares US Consumer Discretionary ETF in Q1 2020 and held it in 11 quarters.
Nikulski Financial's iShares US Consumer Discretionary ETF position peaked at $1.19M in Q3 2021.
178 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2022.

Based on Nikulski Financial's 13F filing for Q4 2022, filed 25 Jan 2023.