Koshinski Asset Management
IYF icon

Koshinski Asset Management’s iShares US Financials ETF IYF Stock Holding History

Koshinski Asset Management’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.98M Sell
15,549
-163
-1% -$20.2K 0.11% 183
2026
Q1 		$1.85M Sell
15,712
-217
-1% -$26.9K 0.12% 167
2025
Q4 		$2.05M Sell
15,929
-796
-5% -$99.6K 0.13% 149
2025
Q3 		$2.12M Sell
16,725
-80
-0.5% -$9.89K 0.14% 145
2025
Q2 		$2.03M Sell
16,805
-110
-0.7% -$12.4K 0.15% 138
2025
Q1 		$1.91M Sell
16,915
-127
-0.7% -$14.5K 0.16% 138
2024
Q4 		$1.88M Buy
17,042
+1,417
+9% +$158K 0.16% 130
2024
Q3 		$1.62M Sell
15,625
-165
-1% -$16.5K 0.14% 146
2024
Q2 		$1.51M Buy
15,790
+1,014
+7% +$94.9K 0.14% 145
2024
Q1 		$1.41M Buy
14,776
+10,288
+229% +$916K 0.14% 150
2023
Q4 		$383K Buy
4,488
+877
+24% +$68.4K 0.06% 342
2023
Q3 		$270K Sell
3,611
-364
-9% -$28.1K 0.03% 448
2023
Q2 		$297K Sell
3,975
-1,968
-33% -$142K 0.03% 458
2023
Q1 		$423K Sell
5,943
-485
-8% -$37.3K 0.04% 355
2022
Q4 		$485K Sell
6,428
-154
-2% -$11.5K 0.05% 363
2022
Q3 		$445K Sell
6,582
-26
-0.4% -$1.92K 0.05% 339
2022
Q2 		$462K Sell
6,608
-23
-0.3% -$1.75K 0.05% 381
2022
Q1 		$561K Sell
6,631
-9
-0.1% -$775 0.05% 366
2021
Q4 		$576K Buy
6,640
+149
+2% +$13K 0.05% 374
2021
Q3 		$536K Buy
6,491
+1,904
+42% +$158K 0.05% 385
2021
Q2 		$372K Sell
4,587
-1,524
-25% -$122K 0.05% 387
2021
Q1 		$457K Buy
6,111
+237
+4% +$16.9K 0.05% 385
2020
Q4 		$392K Sell
5,874
-942
-14% -$58.1K 0.05% 373
2020
Q3 		$409K Buy
6,816
+632
+10% +$36.3K 0.05% 336
2020
Q2 		$341K Buy
6,184
+740
+14% +$39.5K 0.06% 366
2020
Q1 		$265K Buy
5,444
+1,336
+33% +$84.5K 0.06% 366
2019
Q4 		$282K Buy
+4,108
New +$273K 0.05% 419

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Koshinski Asset Management reduced its iShares US Financials ETF (IYF) stake by 1% in Q2 2026, selling an estimated $20.2K and leaving 15,549 shares worth $1.98M. The position accounts for 0.11% of the portfolio, ranked #183.

Koshinski Asset Management first reported a position in IYF in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.12M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Koshinski Asset Management held 15,549 shares of iShares US Financials ETF worth $1.98M as of Q2 2026.
  • Koshinski Asset Management sold 163 iShares US Financials ETF shares in Q2 2026, an estimated $20.2K.
  • iShares US Financials ETF made up 0.11% of Koshinski Asset Management's portfolio in Q2 2026, its #183 holding.
  • Koshinski Asset Management first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 27 quarters since.
  • Koshinski Asset Management's iShares US Financials ETF position peaked at $2.12M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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