NF
IYT icon

Nikulski Financial’s iShares US Transportation ETF IYT Stock Holding History

Nikulski Financial’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,440
Closed -$1.27M – 136
2024
Q3 		$1.27M Sell
18,440
-2,224
-11% -$146K 0.38% 66
2024
Q2 		$1.35M Hold
20,664
– – 0.43% 62
2024
Q1 		$1.45M Buy
20,664
+3,948
+24% +$267K 0.48% 59
2023
Q4 		$1.1M Buy
16,716
+752
+5% +$45.1K 0.4% 60
2023
Q3 		$933K Buy
15,964
+2,116
+15% +$132K 0.39% 68
2023
Q2 		$865K Buy
13,848
+2,292
+20% +$131K 0.36% 68
2023
Q1 		$658K Hold
11,556
– – 0.29% 77
2022
Q4 		$617K Buy
11,556
+8
+0.1% +$432 0.29% 79
2022
Q3 		$567K Sell
11,548
-16
-0.1% -$904 0.29% 72
2022
Q2 		$615K Sell
11,564
-3,116
-21% -$181K 0.31% 69
2022
Q1 		$991K Sell
14,680
-2,360
-14% -$155K 0.42% 60
2021
Q4 		$1.18M Sell
17,040
-1,944
-10% -$130K 0.49% 52
2021
Q3 		$1.15M Buy
18,984
+4,312
+29% +$273K 0.53% 57
2021
Q2 		$942K Sell
14,672
-556
-4% -$37.1K 0.44% 62
2021
Q1 		$981K Sell
15,228
-3,952
-21% -$232K 0.5% 50
2020
Q4 		$1.06M Buy
19,180
+2,900
+18% +$155K 0.58% 50
2020
Q3 		$810K Buy
+16,280
New +$762K 0.51% 53

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Nikulski Financial's IYT Position: Q4 2024 in Review

Nikulski Financial sold out of iShares US Transportation ETF (IYT) in Q4 2024, closing a stake of 18,440 shares — an estimated $1.27M sold.

Nikulski Financial first reported a position in IYT in Q3 2020 and held it in 17 quarters. The position peaked at $1.45M in Q1 2024. 203 funds tracked by Wall St. Rank hold IYT as of Q4 2024.

  • Nikulski Financial reported no remaining iShares US Transportation ETF position as of Q4 2024 after selling out during the quarter.
  • Nikulski Financial sold 18,440 iShares US Transportation ETF shares in Q4 2024, an estimated $1.27M.
  • Nikulski Financial first reported a position in iShares US Transportation ETF in Q3 2020 and held it in 17 quarters.
  • Nikulski Financial's iShares US Transportation ETF position peaked at $1.45M in Q1 2024.
  • 203 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2024.

Based on Nikulski Financial's 13F filing for Q4 2024, filed 21 Jan 2025.