Koshinski Asset Management
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Koshinski Asset Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Koshinski Asset Management’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,706
Closed -$170K – 1209
2022
Q1 		$170K Hold
1,706
– – 0.01% 645
2021
Q4 		$188K Buy
1,706
+25
+1% +$2.77K 0.02% 640
2021
Q3 		$175K Buy
+1,681
New +$177K 0.02% 651
2021
Q2 		– Sell
-5,619
Closed -$518K – 582
2021
Q1 		$518K Buy
5,619
+2,490
+80% +$221K 0.05% 358
2020
Q4 		$249K Sell
3,129
-56
-2% -$3.92K 0.03% 471
2020
Q3 		$209 Sell
3,185
-782
-20% -$48.8K 0.03% 470
2020
Q2 		$237K Sell
3,967
-3,671
-48% -$215K 0.04% 432
2020
Q1 		$391K Buy
7,638
+2,150
+39% +$139K 0.08% 283
2019
Q4 		$376K Hold
5,488
– – 0.06% 366
2019
Q3 		$353K Hold
5,488
– – 0.25% 107
2019
Q2 		$347K Sell
5,488
-891
-14% -$55.6K 0.14% 186
2019
Q1 		$375 Buy
6,379
+2,527
+66% +$152K 0.1% 251
2018
Q4 		$216K Buy
3,852
+385
+11% +$23K 0.05% 360
2018
Q3 		$216K Buy
+3,467
New +$225K 0.03% 490
2015
Q4 		– Sell
-20,151
Closed -$883K – 229
2015
Q3 		$883K Buy
20,151
+298
+2% +$12.5K 0.56% 48
2015
Q2 		$870K Buy
19,853
+217
+1% +$9.47K 0.55% 53
2015
Q1 		$841K Buy
19,636
+668
+4% +$27.8K 0.55% 51
2014
Q4 		$809K Buy
+18,968
New +$766K 0.46% 62

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management's IAI Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2022, closing a stake of 1,706 shares — an estimated $170K sold.

Koshinski Asset Management first reported a position in IAI in Q4 2014 and held it in 18 quarters. The position peaked at $883K in Q3 2015. 93 funds tracked by Wall St. Rank hold IAI as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,706 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2022, an estimated $170K.
  • Koshinski Asset Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2014 and held it in 18 quarters.
  • Koshinski Asset Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $883K in Q3 2015.
  • 93 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.