Nikulski Financial’s iShares US Financial Services ETF IYG Stock Holding History

Nikulski Financial’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,426	Closed	-$625K	–	130
2023 Q1	$625K	Hold	12,426	–	–	0.28%	83
2022 Q4	$652K	Buy	12,426 +630	+5%	+$33K	0.31%	73
2022 Q3	$555K	Sell	11,796 -96	-0.8%	-$5.04K	0.29%	75
2022 Q2	$588K	Sell	11,892 -3,414	-22%	-$185K	0.29%	74
2022 Q1	$920K	Sell	15,306 -1,800	-11%	-$114K	0.39%	69
2021 Q4	$1.1M	Sell	17,106 -1,842	-10%	-$120K	0.46%	59
2021 Q3	$1.19M	Buy	18,948 +3,357	+22%	+$211K	0.55%	52
2021 Q2	$965K	Sell	15,591 -588	-4%	-$35.9K	0.45%	59
2021 Q1	$924K	Buy	+16,179	New	+$875K	0.47%	56

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Nikulski Financial's IYG Position: Q2 2023 in Review

Nikulski Financial sold out of iShares US Financial Services ETF (IYG) in Q2 2023, closing a stake of 12,426 shares — an estimated $625K sold.

Nikulski Financial first reported a position in IYG in Q1 2021 and held it in 9 quarters. The position peaked at $1.19M in Q3 2021. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

Nikulski Financial reported no remaining iShares US Financial Services ETF position as of Q2 2023 after selling out during the quarter.
Nikulski Financial sold 12,426 iShares US Financial Services ETF shares in Q2 2023, an estimated $625K.
Nikulski Financial first reported a position in iShares US Financial Services ETF in Q1 2021 and held it in 9 quarters.
Nikulski Financial's iShares US Financial Services ETF position peaked at $1.19M in Q3 2021.
202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

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