Nikulski Financial’s iShares US Telecommunications ETF IYZ Stock Holding History

Nikulski Financial’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$797K	Sell	18,833 -23,082	-55%	-$980K	0.17%	106
2026 Q1	$1.65M	Buy	41,915 +8	+0%	+$299	0.41%	74
2025 Q4	$1.42M	Sell	41,907 -1,289	-3%	-$42.3K	0.34%	71
2025 Q3	$1.39M	Sell	43,196 -93	-0.2%	-$2.86K	0.35%	65
2025 Q2	$1.29M	Buy	43,289 +15,958	+58%	+$439K	0.35%	68
2025 Q1	$749K	Buy	+27,331	New	+$755K	0.23%	80

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Nikulski Financial's IYZ Position: Q2 2026 in Review

Nikulski Financial reduced its iShares US Telecommunications ETF (IYZ) stake by 55% in Q2 2026, selling an estimated $980K and leaving 18,833 shares worth $797K. The position accounts for 0.17% of the portfolio, ranked #106.

Nikulski Financial first reported a position in IYZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.65M in Q1 2026. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Nikulski Financial held 18,833 shares of iShares US Telecommunications ETF worth $797K as of Q2 2026.
Nikulski Financial sold 23,082 iShares US Telecommunications ETF shares in Q2 2026, an estimated $980K.
iShares US Telecommunications ETF made up 0.17% of Nikulski Financial's portfolio in Q2 2026, its #106 holding.
Nikulski Financial first reported a position in iShares US Telecommunications ETF in Q1 2025 and has held it in 6 quarters since.
Nikulski Financial's iShares US Telecommunications ETF position peaked at $1.65M in Q1 2026.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

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