Nikulski Financial’s iShares US Financials ETF IYF Stock Holding History

Nikulski Financial’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,992	Closed	-$1.29M	–	185
2026 Q1	$1.29M	Buy	10,992 +3	+0%	+$372	0.32%	82
2025 Q4	$1.42M	Buy	10,989 +376	+4%	+$47K	0.34%	72
2025 Q3	$1.34M	Sell	10,613 -20	-0.2%	-$2.47K	0.34%	67
2025 Q2	$1.29M	Sell	10,633 -4,098	-28%	-$462K	0.35%	69
2025 Q1	$1.66M	Sell	14,731 -368	-2%	-$42.1K	0.5%	56
2024 Q4	$1.67M	Buy	15,099 +796	+6%	+$88.6K	0.49%	60
2024 Q3	$1.49M	Sell	14,303 -1,751	-11%	-$176K	0.44%	57
2024 Q2	$1.52M	Hold	16,054	–	–	0.48%	56
2024 Q1	$1.54M	Buy	16,054 +3,562	+29%	+$317K	0.51%	52
2023 Q4	$1.07M	Sell	12,492 -770	-6%	-$60K	0.39%	63
2023 Q3	$991K	Buy	13,262 +2,401	+22%	+$185K	0.41%	60
2023 Q2	$810K	Buy	+10,861	New	+$783K	0.34%	74

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nikulski Financial's IYF Position: Q2 2026 in Review

Nikulski Financial sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 10,992 shares — an estimated $1.29M sold.

Nikulski Financial first reported a position in IYF in Q2 2023 and held it in 12 quarters. The position peaked at $1.67M in Q4 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Nikulski Financial reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
Nikulski Financial sold 10,992 iShares US Financials ETF shares in Q2 2026, an estimated $1.29M.
Nikulski Financial first reported a position in iShares US Financials ETF in Q2 2023 and held it in 12 quarters.
Nikulski Financial's iShares US Financials ETF position peaked at $1.67M in Q4 2024.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.