Nikulski Financial’s iShares US Energy ETF IYE Stock Holding History

Nikulski Financial’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,638	Closed	-$597K	–	129
2023 Q1	$597K	Hold	13,638	–	–	0.26%	86
2022 Q4	$634K	Sell	13,638 -711	-5%	-$33.2K	0.3%	76
2022 Q3	$564K	Sell	14,349 -15	-0.1%	-$616	0.29%	73
2022 Q2	$548K	Sell	14,364 -11,609	-45%	-$493K	0.27%	82
2022 Q1	$1.06M	Buy	+25,973	New	+$957K	0.45%	56
2021 Q3	–	Sell	-31,590	Closed	-$844K	–	124
2021 Q2	$844K	Sell	31,590 -1,208	-4%	-$33.6K	0.39%	67
2021 Q1	$860K	Sell	32,798 -18,621	-36%	-$458K	0.44%	61
2020 Q4	$1.04M	Buy	+51,419	New	+$944K	0.57%	51
2020 Q3	–	Sell	-33,709	Closed	-$675K	–	107
2020 Q2	$675K	Buy	+33,709	New	+$660K	0.47%	53

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 IYE Position: Q2 2023 in Review

Nikulski Financial sold out of iShares US Energy ETF (IYE) in Q2 2023, closing a stake of 13,638 shares — an estimated $597K sold.

Nikulski Financial first reported a position in IYE in Q2 2020 and held it in 9 quarters. The position peaked at $1.06M in Q1 2022. 307 funds tracked by Wall St. Rank hold IYE as of Q2 2023.

Nikulski Financial reported no remaining iShares US Energy ETF position as of Q2 2023 after selling out during the quarter.
Nikulski Financial sold 13,638 iShares US Energy ETF shares in Q2 2023, an estimated $597K.
Nikulski Financial first reported a position in iShares US Energy ETF in Q2 2020 and held it in 9 quarters.
Nikulski Financial's iShares US Energy ETF position peaked at $1.06M in Q1 2022.
307 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2023.

Based on Nikulski Financial's 13F filing for Q2 2023, filed 28 Jul 2023.