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Nikulski Financial’s iShares US Technology ETF IYW Stock Holding History

Nikulski Financial’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$847K Sell
3,360
-3,375
-50% -$775K 0.18% 100
2026
Q1 		$1.22M Buy
6,735
+1
+0% +$193 0.3% 84
2025
Q4 		$1.34M Sell
6,734
-1,464
-18% -$293K 0.32% 75
2025
Q3 		$1.61M Sell
8,198
-367
-4% -$67.1K 0.4% 58
2025
Q2 		$1.48M Sell
8,565
-2,574
-23% -$390K 0.41% 60
2025
Q1 		$1.56M Buy
11,139
+45
+0.4% +$7.01K 0.47% 58
2024
Q4 		$1.77M Buy
11,094
+1,299
+13% +$206K 0.52% 55
2024
Q3 		$1.49M Sell
9,795
-1,172
-11% -$172K 0.44% 58
2024
Q2 		$1.65M Hold
10,967
– – 0.53% 51
2024
Q1 		$1.48M Buy
10,967
+2,263
+26% +$295K 0.49% 56
2023
Q4 		$1.07M Sell
8,704
-609
-7% -$69K 0.39% 62
2023
Q3 		$977K Buy
9,313
+854
+10% +$92.9K 0.4% 63
2023
Q2 		$921K Buy
8,459
+4
+0% +$393 0.38% 65
2023
Q1 		$785K Hold
8,455
– – 0.35% 67
2022
Q4 		$630K Buy
8,455
+1,258
+17% +$96.2K 0.3% 77
2022
Q3 		$528K Buy
7,197
+12
+0.2% +$1.02K 0.27% 80
2022
Q2 		$574K Sell
7,185
-2,377
-25% -$210K 0.28% 79
2022
Q1 		$985K Sell
9,562
-648
-6% -$66.2K 0.42% 61
2021
Q4 		$1.17M Sell
10,210
-1,159
-10% -$129K 0.49% 53
2021
Q3 		$1.15M Buy
11,369
+973
+9% +$102K 0.53% 58
2021
Q2 		$1.06M Sell
10,396
-616
-6% -$57.4K 0.49% 53
2021
Q1 		$966K Sell
11,012
-2,332
-17% -$204K 0.5% 52
2020
Q4 		$1.14M Buy
13,344
+1,600
+14% +$128K 0.62% 42
2020
Q3 		$884K Buy
11,744
+1,344
+13% +$98.1K 0.56% 44
2020
Q2 		$701K Buy
10,400
+1,588
+18% +$95.8K 0.49% 45
2020
Q1 		$450K Buy
+8,812
New +$511K 0.39% 52

Other funds holding IYW

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Nikulski Financial's IYW Position: Q2 2026 in Review

Nikulski Financial reduced its iShares US Technology ETF (IYW) stake by 50% in Q2 2026, selling an estimated $775K and leaving 3,360 shares worth $847K. The position accounts for 0.18% of the portfolio, ranked #100.

Nikulski Financial first reported a position in IYW in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.77M in Q4 2024. 575 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Nikulski Financial held 3,360 shares of iShares US Technology ETF worth $847K as of Q2 2026.
  • Nikulski Financial sold 3,375 iShares US Technology ETF shares in Q2 2026, an estimated $775K.
  • iShares US Technology ETF made up 0.18% of Nikulski Financial's portfolio in Q2 2026, its #100 holding.
  • Nikulski Financial first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 26 quarters since.
  • Nikulski Financial's iShares US Technology ETF position peaked at $1.77M in Q4 2024.
  • 575 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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