Nikulski Financial’s iShares US Basic Materials ETF IYM Stock Holding History

Nikulski Financial’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$819K	Buy	+4,564	New	+$836K	0.18%	102
2024 Q1	–	Sell	-7,477	Closed	-$1.03M	–	136
2023 Q4	$1.03M	Sell	7,477 -114	-2%	-$14.6K	0.38%	66
2023 Q3	$959K	Buy	7,591 +1,427	+23%	+$189K	0.4%	66
2023 Q2	$820K	Buy	6,164 +850	+16%	+$110K	0.34%	72
2023 Q1	$704K	Hold	5,314	–	–	0.31%	73
2022 Q4	$663K	Buy	5,314 +836	+19%	+$103K	0.32%	70
2022 Q3	$484K	Buy	4,478 +9	+0.2%	+$1.08K	0.25%	86
2022 Q2	$526K	Buy	+4,469	New	+$618K	0.26%	84

Other funds holding IYM

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

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Nikulski Financial's IYM Position: Q2 2026 in Review

Nikulski Financial opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 4,564 shares worth $819K. The stake represents 0.18% of the portfolio and ranks #102 among its holdings. This is a return to the name: Nikulski Financial previously reported a position in IYM as recently as Q4 2023.

Nikulski Financial first reported a position in IYM in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2023. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Nikulski Financial held 4,564 shares of iShares US Basic Materials ETF worth $819K as of Q2 2026.
iShares US Basic Materials ETF was a new Nikulski Financial position in Q2 2026.
iShares US Basic Materials ETF made up 0.18% of Nikulski Financial's portfolio in Q2 2026, its #102 holding.
Nikulski Financial first reported a position in iShares US Basic Materials ETF in Q2 2022 and has held it in 8 quarters since.
Nikulski Financial's iShares US Basic Materials ETF position peaked at $1.03M in Q4 2023.
273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

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