Nikulski Financial, Inc. IYZ Holdings History
Number of Shares
27,331.00
Current Holdings Value*
$748,610.00
% of Portfolio
0.23%
Total Estimate Gain
$62,587.99
% of Total Estimate Gain
8.29%
Nikulski Financial, Inc.'s iShares U.S. Telecommunications ETF Holding Summary
As of 2025-03-31, Nikulski Financial, Inc. held 27,331.00 shares of iShares U.S. Telecommunications ETF(IYZ), totaling $748,610.00. This investment constitutes 0.23% of their stock portfolio, and Nikulski Financial, Inc. now holds 0.2% of the outstanding iShares U.S. Telecommunications ETF(IYZ) stock.
The initial trade took place in 2025Q1. And since then Nikulski Financial, Inc. has made 1 purchases of IYZ, at an average price of $27.61, for a total of 27,331.00 shares. Based on historical transaction data and IYZ's current price of $29.90, Nikulski Financial, Inc.'s estimated gain on his IYZ holdings is $62,587.99, reflecting a 8.29% gain to date.
Nikulski Financial, Inc. IYZ ($29.90) Holding Chart
Nikulski Financial, Inc. IYZ ($29.90) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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