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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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