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Nikulski Financial’s iShares US Industrials ETF IYJ Stock Holding History

Nikulski Financial’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,208
Closed -$1.06M – 186
2026
Q1 		$1.06M Buy
7,208
+2,058
+40% +$318K 0.26% 87
2025
Q4 		$763K Sell
5,150
-3,916
-43% -$572K 0.18% 99
2025
Q3 		$1.32M Sell
9,066
-87
-1% -$12.6K 0.33% 68
2025
Q2 		$1.3M Sell
9,153
-3,159
-26% -$421K 0.36% 67
2025
Q1 		$1.6M Buy
12,312
+17
+0.1% +$2.31K 0.48% 57
2024
Q4 		$1.64M Buy
12,295
+1,456
+13% +$200K 0.48% 61
2024
Q3 		$1.45M Sell
10,839
-1,429
-12% -$180K 0.43% 60
2024
Q2 		$1.47M Hold
12,268
– – 0.47% 57
2024
Q1 		$1.54M Buy
12,268
+2,728
+29% +$322K 0.51% 51
2023
Q4 		$1.09M Sell
9,540
-150
-2% -$15.7K 0.4% 61
2023
Q3 		$978K Buy
9,690
+1,565
+19% +$166K 0.4% 62
2023
Q2 		$862K Buy
8,125
+1,325
+19% +$132K 0.36% 69
2023
Q1 		$681K Hold
6,800
– – 0.3% 75
2022
Q4 		$656K Sell
6,800
-66
-1% -$6.22K 0.31% 72
2022
Q3 		$575K Sell
6,866
-12
-0.2% -$1.12K 0.3% 71
2022
Q2 		$606K Sell
6,878
-2,627
-28% -$252K 0.3% 70
2022
Q1 		$1M Sell
9,505
-394
-4% -$41.6K 0.42% 58
2021
Q4 		$1.12M Sell
9,899
-1,017
-9% -$113K 0.47% 57
2021
Q3 		$1.17M Buy
10,916
+1,938
+22% +$217K 0.54% 54
2021
Q2 		$1.01M Sell
8,978
-371
-4% -$40.9K 0.47% 56
2021
Q1 		$988K Sell
9,349
-2,126
-19% -$213K 0.51% 48
2020
Q4 		$1.11M Buy
11,475
+1,475
+15% +$135K 0.61% 45
2020
Q3 		$836K Buy
10,000
+898
+10% +$73K 0.53% 51
2020
Q2 		$686K Buy
9,102
+3,200
+54% +$224K 0.48% 46
2020
Q1 		$367K Buy
+5,902
New +$460K 0.32% 64

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Nikulski Financial's IYJ Position: Q2 2026 in Review

Nikulski Financial sold out of iShares US Industrials ETF (IYJ) in Q2 2026, closing a stake of 7,208 shares — an estimated $1.06M sold.

Nikulski Financial first reported a position in IYJ in Q1 2020 and held it in 25 quarters. The position peaked at $1.64M in Q4 2024. 342 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Nikulski Financial reported no remaining iShares US Industrials ETF position as of Q2 2026 after selling out during the quarter.
  • Nikulski Financial sold 7,208 iShares US Industrials ETF shares in Q2 2026, an estimated $1.06M.
  • Nikulski Financial first reported a position in iShares US Industrials ETF in Q1 2020 and held it in 25 quarters.
  • Nikulski Financial's iShares US Industrials ETF position peaked at $1.64M in Q4 2024.
  • 342 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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