Nikulski Financial, Inc. IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 1729847
As of 2026-06-30, Nikulski Financial, Inc. reported 15.20K IWF (shares), valued at $1.89M, or 0.41% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares increased 277.85%; reported value increased 10.03%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.41% | 15,201 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 0.42% | 4,023 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 0.61% | 5,370 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 0.78% | 6,639 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 0.78% | 6,712 | SEC filing ↗Filed Aug 15, 2025 |
| Q1 2025 | 0.75% | 6,858 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 0.85% | 7,204 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 2.87% | 25,555 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 3.00% | 25,836 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 2.87% | 25,653 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 2.82% | 25,429 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 2.76% | 25,120 | SEC filing ↗Filed Oct 17, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.76% | 25,120 | $6.68M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 17, 2023 |
| Q4 2023 | 2.82% | 25,429 | $7.71M | Shares increased 1.23%; reported value increased 15.38%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 2.87% | 25,653 | $8.65M | Shares increased 0.88%; reported value increased 12.15%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 3.00% | 25,836 | $9.42M | Shares increased 0.71%; reported value increased 8.92%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 2.87% | 25,555 | $9.59M | Shares decreased 1.09%; reported value increased 1.86%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 0.85% | 7,204 | $2.89M | Shares decreased 71.81%; reported value decreased 69.84%, and weight changed -2.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 0.75% | 6,858 | $2.48M | Shares decreased 4.80%; reported value decreased 14.40%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 0.78% | 6,712 | $2.85M | Shares decreased 2.13%; reported value increased 15.08%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2025 |
| Q3 2025 | 0.78% | 6,639 | $3.11M | Shares decreased 1.09%; reported value increased 9.12%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 0.61% | 5,370 | $2.54M | Shares decreased 19.11%; reported value decreased 18.26%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 0.42% | 4,023 | $1.72M | Shares decreased 25.08%; reported value decreased 32.51%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.41% | 15,201 | $1.89M | Shares increased 277.85%; reported value increased 10.03%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2026 |
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