Koshinski Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

Koshinski Asset Management’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-448	Closed	-$26.4K	–	1211
2022 Q1	$26.4K	Hold	448	–	–	﹤0.01%	1328
2021 Q4	$27.7K	Buy	+448	New	+$28.3K	﹤0.01%	1354
2021 Q2	–	Sell	-6,269	Closed	-$355K	–	584
2021 Q1	$355K	Buy	+6,269	New	+$332K	0.04%	438
2018 Q4	–	Sell	-7,217	Closed	-$354K	–	454
2018 Q3	$354K	Buy	+7,217	New	+$369K	0.05%	391

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Koshinski Asset Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 448 shares — an estimated $26.4K sold.

Koshinski Asset Management first reported a position in IAT in Q3 2018 and held it in 4 quarters. The position peaked at $355K in Q1 2021. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

Koshinski Asset Management reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 448 iShares US Regional Banks ETF shares in Q2 2022, an estimated $26.4K.
Koshinski Asset Management first reported a position in iShares US Regional Banks ETF in Q3 2018 and held it in 4 quarters.
Koshinski Asset Management's iShares US Regional Banks ETF position peaked at $355K in Q1 2021.
140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

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