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 Q3	–	Sell	-4,564	Closed	-$819K	–	178
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

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Nikulski Financial's IYM Position: Q3 2026 in Review

Nikulski Financial sold out of iShares US Basic Materials ETF (IYM) in Q3 2026, closing a stake of 4,564 shares — an estimated $819K sold.

Nikulski Financial first reported a position in IYM in Q2 2022 and held it in 8 quarters. The position peaked at $1.03M in Q4 2023. 215 funds tracked by Wall St. Rank hold IYM as of Q3 2026.

Nikulski Financial reported no remaining iShares US Basic Materials ETF position as of Q3 2026 after selling out during the quarter.
Nikulski Financial sold 4,564 iShares US Basic Materials ETF shares in Q3 2026, an estimated $819K.
Nikulski Financial first reported a position in iShares US Basic Materials ETF in Q2 2022 and held it in 8 quarters.
Nikulski Financial's iShares US Basic Materials ETF position peaked at $1.03M in Q4 2023.
215 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.