Koshinski Asset Management’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,855	Closed	-$158K	–	1313
2022 Q1	$158K	Sell	3,855 -40	-1%	-$1.47K	0.01%	674
2021 Q4	$117K	Sell	3,895 -175	-4%	-$5.39K	0.01%	795
2021 Q3	$115K	Buy	+4,070	New	+$109K	0.01%	793
2019 Q2	–	Sell	-7,932	Closed	-$286	–	321
2019 Q1	$286	Sell	7,932 -949	-11%	-$33.2K	0.08%	296
2018 Q4	$348K	Buy	8,881 +349	+4%	+$12.8K	0.09%	281
2018 Q3	$358K	Buy	+8,532	New	+$353K	0.05%	385
2018 Q1	–	Sell	-6,265	Closed	-$248K	–	391
2017 Q4	$248K	Buy	6,265 +875	+16%	+$33K	0.06%	373
2017 Q3	$202K	Buy	+5,390	New	+$192K	0.07%	359
2017 Q1	–	Sell	-5,340	Closed	-$222K	–	330
2016 Q4	$222K	Sell	5,340 -2,385	-31%	-$95.1K	0.11%	258
2016 Q3	$301K	Buy	7,725 +385	+5%	+$14.7K	0.15%	214
2016 Q2	$282K	Hold	7,340	–	–	0.15%	205
2016 Q1	$255K	Buy	7,340 +90	+1%	+$2.93K	0.16%	181
2015 Q4	$245K	Buy	7,250 +1,392	+24%	+$51.5K	0.17%	169
2015 Q3	$248K	Sell	5,858 -2,045	-26%	-$77.3K	0.16%	182
2015 Q2	$335K	Buy	7,903 +350	+5%	+$15.7K	0.21%	145
2015 Q1	$329K	Buy	7,553 +1,853	+33%	+$81.2K	0.21%	146
2014 Q4	$255K	Buy	+5,700	New	+$269K	0.14%	187

Other funds holding IYE

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Koshinski Asset Management sold out of iShares US Energy ETF (IYE) in Q2 2022, closing a stake of 3,855 shares — an estimated $158K sold.

Koshinski Asset Management first reported a position in IYE in Q4 2014 and held it in 17 quarters. The position peaked at $358K in Q3 2018. 385 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

Koshinski Asset Management reported no remaining iShares US Energy ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 3,855 iShares US Energy ETF shares in Q2 2022, an estimated $158K.
Koshinski Asset Management first reported a position in iShares US Energy ETF in Q4 2014 and held it in 17 quarters.
Koshinski Asset Management's iShares US Energy ETF position peaked at $358K in Q3 2018.
385 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

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