Koshinski Asset Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Hold	10,385	–	–	0.06%	291
2026 Q1	$1.01M	Buy	10,385 +1	+0%	+$102	0.06%	280
2025 Q4	$1.07M	Hold	10,384	–	–	0.07%	260
2025 Q3	$1.09M	Sell	10,384 -761	-7%	-$78K	0.07%	256
2025 Q2	$1.11M	Buy	11,145 +1	+0%	+$93	0.08%	229
2025 Q1	$984K	Sell	11,144 -659	-6%	-$62.9K	0.08%	249
2024 Q4	$1.13B	Sell	11,803 -2,868	-20%	-$268K	0.1%	213
2024 Q3	$1.29M	Buy	14,671 +8,292	+130%	+$686K	0.11%	186
2024 Q2	$530K	Sell	6,379 -9,625	-60%	-$765K	0.05%	327
2024 Q1	$1.31M	Buy	+16,004	New	+$1.25M	0.13%	164
2023 Q4	–	Sell	-4,377	Closed	-$293K	–	570
2023 Q3	$293K	Sell	4,377 -146	-3%	-$10.3K	0.03%	441
2023 Q2	$322K	Sell	4,523 -514	-10%	-$33.7K	0.03%	442
2023 Q1	$326K	Buy	5,037 +7	+0.1%	+$439	0.03%	410
2022 Q4	$287K	Buy	5,030 +11	+0.2%	+$658	0.03%	466
2022 Q3	$292K	Hold	5,019	–	–	0.03%	424
2022 Q2	$285K	Buy	5,019 +6	+0.1%	+$388	0.03%	477
2022 Q1	$376K	Buy	5,013 +225	+5%	+$16.9K	0.03%	438
2021 Q4	$402K	Buy	4,788 +892	+23%	+$73.9K	0.03%	441
2021 Q3	$301K	Sell	3,896 -430	-10%	-$33.8K	0.03%	509
2021 Q2	$336K	Sell	4,326 -13	-0.3%	-$997	0.04%	407
2021 Q1	$325K	Buy	+4,339	New	+$316K	0.03%	458
2020 Q4	–	Sell	-23,676	Closed	-$1.54K	–	567
2020 Q3	$1.54K	Sell	23,676 -2,224	-9%	-$134K	0.21%	115
2020 Q2	$1.42M	Sell	25,900 -452	-2%	-$23.4K	0.23%	115
2020 Q1	$1.17M	Sell	26,352 -1,484	-5%	-$79.3K	0.25%	117
2019 Q4	$1.59M	Buy	+27,836	New	+$1.54M	0.27%	107
2019 Q2	–	Sell	-31,320	Closed	-$1.6K	–	320
2019 Q1	$1.6K	Buy	31,320 +3,124	+11%	+$154K	0.43%	61
2018 Q4	$1.27M	Buy	28,196 +1,728	+7%	+$84K	0.31%	94
2018 Q3	$1.4M	Buy	26,468 +6,592	+33%	+$336K	0.2%	153
2018 Q2	$963K	Sell	19,876 -136	-0.7%	-$6.4K	0.29%	108
2018 Q1	$912K	Sell	20,012 -400	-2%	-$18.8K	0.28%	116
2017 Q4	$915K	Sell	20,412 -244	-1%	-$10.4K	0.23%	149
2017 Q3	$847K	Sell	20,656 -1,840	-8%	-$75.5K	0.28%	117
2017 Q2	$923K	Sell	22,496 -1,928	-8%	-$79.4K	0.34%	93
2017 Q1	$983K	Sell	24,424 -912	-4%	-$35.9K	0.39%	80
2016 Q4	$957K	Buy	25,336 +428	+2%	+$15.9K	0.47%	61
2016 Q3	$916K	Buy	24,908 +640	+3%	+$23.7K	0.46%	72
2016 Q2	$870K	Sell	24,268 -692	-3%	-$25K	0.47%	68
2016 Q1	$910K	Sell	24,960 -1,356	-5%	-$46.8K	0.59%	49
2015 Q4	$952K	Sell	26,316 -168	-0.6%	-$6.12K	0.67%	41
2015 Q3	$948K	Buy	26,484 +776	+3%	+$28K	0.6%	43
2015 Q2	$920K	Buy	25,708 +16	+0.1%	+$578	0.58%	50
2015 Q1	$926K	Buy	25,692 +808	+3%	+$28.4K	0.6%	45
2014 Q4	$857K	Buy	+24,884	New	+$805K	0.49%	57

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Koshinski Asset Management's IYC Position: Q2 2026 in Review

Koshinski Asset Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 10,385 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #291.

Koshinski Asset Management first reported a position in IYC in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.13B in Q4 2024. 241 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Koshinski Asset Management held 10,385 shares of iShares US Consumer Discretionary ETF worth $1.05M as of Q2 2026.
Koshinski Asset Management left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.06% of Koshinski Asset Management's portfolio in Q2 2026, its #291 holding.
Koshinski Asset Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2014 and has held it in 43 quarters since.
Koshinski Asset Management's iShares US Consumer Discretionary ETF position peaked at $1.13B in Q4 2024.
241 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.