Koshinski Asset Management’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.89M | Buy |
20,836
+6
| +0% | +$526 | 0.1% | 192 |
|
|
2026
Q1 | $1.73M | Buy |
20,830
+497
| +2% | +$43.6K | 0.11% | 177 |
|
|
2025
Q4 | $1.88M | Sell |
20,333
-777
| -4% | -$69.4K | 0.12% | 167 |
|
|
2025
Q3 | $1.89M | Sell |
21,110
-39
| -0.2% | -$3.43K | 0.13% | 164 |
|
|
2025
Q2 | $1.81M | Buy |
21,149
+466
| +2% | +$37K | 0.14% | 152 |
|
|
2025
Q1 | $1.62M | Sell |
20,683
-154
| -0.7% | -$12.4K | 0.14% | 157 |
|
|
2024
Q4 | $1.62B | Buy |
20,837
+86
| +0.4% | +$6.63K | 0.14% | 146 |
|
|
2024
Q3 | $1.47M | Sell |
20,751
-756
| -4% | -$51.9K | 0.13% | 160 |
|
|
2024
Q2 | $1.42M | Buy |
21,507
+14,976
| +229% | +$973K | 0.13% | 151 |
|
|
2024
Q1 | $433K | Buy |
+6,531
| New | +$406K | 0.04% | 349 |
|
|
2023
Q4 | – | Sell |
-22,404
| Closed | -$1.15M | – | 571 |
|
|
2023
Q3 | $1.15M | Buy |
22,404
+87
| +0.4% | +$4.71K | 0.13% | 154 |
|
|
2023
Q2 | $1.18M | Buy |
22,317
+4,443
| +25% | +$225K | 0.13% | 165 |
|
|
2023
Q1 | $899K | Sell |
17,874
-6,831
| -28% | -$373K | 0.09% | 224 |
|
|
2022
Q4 | $1.3M | Sell |
24,705
-1,326
| -5% | -$69.5K | 0.13% | 179 |
|
|
2022
Q3 | $1.23M | Sell |
26,031
-126
| -0.5% | -$6.61K | 0.15% | 165 |
|
|
2022
Q2 | $1.29M | Buy |
26,157
+99
| +0.4% | +$5.37K | 0.13% | 185 |
|
|
2022
Q1 | $1.57M | Sell |
26,058
-5,895
| -18% | -$372K | 0.13% | 170 |
|
|
2021
Q4 | $2.06M | Sell |
31,953
-219
| -0.7% | -$14.3K | 0.17% | 133 |
|
|
2021
Q3 | $2.02M | Sell |
32,172
-864
| -3% | -$54.2K | 0.18% | 127 |
|
|
2021
Q2 | $2.04M | Buy |
33,036
+783
| +2% | +$47.8K | 0.26% | 93 |
|
|
2021
Q1 | $1.84M | Buy |
32,253
+4,551
| +16% | +$246K | 0.2% | 123 |
|
|
2020
Q4 | $1.39M | Sell |
27,702
-2,223
| -7% | -$100K | 0.18% | 146 |
|
|
2020
Q3 | $1.3K | Sell |
29,925
-7,392
| -20% | -$305K | 0.17% | 137 |
|
|
2020
Q2 | $1.49M | Buy |
37,317
+15,591
| +72% | +$599K | 0.24% | 109 |
|
|
2020
Q1 | $744K | Sell |
21,726
-6,945
| -24% | -$317K | 0.16% | 175 |
|
|
2019
Q4 | $1.45M | Buy |
+28,671
| New | +$1.38M | 0.25% | 120 |
|
|
2019
Q2 | – | Sell |
-6,396
| Closed | -$266 | – | 322 |
|
|
2019
Q1 | $266 | Sell |
6,396
-1,563
| -20% | -$64.8K | 0.07% | 313 |
|
|
2018
Q4 | $298K | Buy |
7,959
+2,595
| +48% | +$107K | 0.07% | 301 |
|
|
2018
Q3 | $238K | Buy |
5,364
+705
| +15% | +$31.9K | 0.03% | 471 |
|
|
2018
Q2 | $201K | Buy |
+4,659
| New | +$206K | 0.06% | 363 |
|
|
2018
Q1 | – | Sell |
-9,678
| Closed | -$421K | – | 392 |
|
|
2017
Q4 | $421K | Buy |
+9,678
| New | +$404K | 0.11% | 275 |
|
Other funds holding IYG
DWM
RIG
SWP
OCA
Koshinski Asset Management's IYG Position: Q2 2026 in Review
Koshinski Asset Management increased its iShares US Financial Services ETF (IYG) stake by 0.03% in Q2 2026, buying an estimated $526 and bringing the position to 20,836 shares worth $1.89M. The position accounts for 0.1% of the portfolio, ranked #192.
Koshinski Asset Management first reported a position in IYG in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.62B in Q4 2024. 261 funds tracked by Wall St. Rank hold IYG as of Q2 2026.
- Koshinski Asset Management held 20,836 shares of iShares US Financial Services ETF worth $1.89M as of Q2 2026.
- Koshinski Asset Management bought 6 iShares US Financial Services ETF shares in Q2 2026, an estimated $526.
- iShares US Financial Services ETF made up 0.1% of Koshinski Asset Management's portfolio in Q2 2026, its #192 holding.
- Koshinski Asset Management first reported a position in iShares US Financial Services ETF in Q4 2017 and has held it in 31 quarters since.
- Koshinski Asset Management's iShares US Financial Services ETF position peaked at $1.62B in Q4 2024.
- 261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.
Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.