Nikulski Financial’s iShares US Consumer Staples ETF IYK Stock Holding History

Nikulski Financial’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,993	Closed	-$1.09M	–	174
2025 Q3	$1.09M	Buy	15,993 +58	+0.4%	+$4.05K	0.27%	80
2025 Q2	$1.12M	Buy	+15,935	New	+$1.12M	0.31%	73
2024 Q1	–	Sell	-15,159	Closed	-$969K	–	135
2023 Q4	$969K	Sell	15,159 -267	-2%	-$16.6K	0.35%	71
2023 Q3	$959K	Buy	15,426 +4,077	+36%	+$269K	0.4%	65
2023 Q2	$758K	Buy	11,349 +1,593	+16%	+$107K	0.31%	77
2023 Q1	$648K	Hold	9,756	–	–	0.29%	80
2022 Q4	$659K	Buy	9,756 +813	+9%	+$53.5K	0.31%	71
2022 Q3	$536K	Sell	8,943 -6	-0.1%	-$394	0.28%	78
2022 Q2	$582K	Buy	+8,949	New	+$602K	0.29%	77

Other funds holding IYK

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

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

PCH

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Nikulski Financial's IYK Position: Q4 2025 in Review

Nikulski Financial sold out of iShares US Consumer Staples ETF (IYK) in Q4 2025, closing a stake of 15,993 shares — an estimated $1.09M sold.

Nikulski Financial first reported a position in IYK in Q2 2022 and held it in 9 quarters. The position peaked at $1.12M in Q2 2025. 269 funds tracked by Wall St. Rank hold IYK as of Q4 2025.

Nikulski Financial reported no remaining iShares US Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
Nikulski Financial sold 15,993 iShares US Consumer Staples ETF shares in Q4 2025, an estimated $1.09M.
Nikulski Financial first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 9 quarters.
Nikulski Financial's iShares US Consumer Staples ETF position peaked at $1.12M in Q2 2025.
269 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2025.

Based on Nikulski Financial's 13F filing for Q4 2025, filed 15 Jan 2026.