Koshinski Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,023	Closed	-$1.07M	–	647
2024 Q2	$1.07M	Buy	9,023 +407	+5%	+$49.6K	0.1%	200
2024 Q1	$1.08M	Buy	+8,616	New	+$1.02M	0.11%	192
2022 Q2	–	Sell	-719	Closed	-$75.8K	–	1314
2022 Q1	$75.8K	Buy	719 +151	+27%	+$15.9K	0.01%	935
2021 Q4	$64K	Buy	568 +57	+11%	+$6.32K	0.01%	1028
2021 Q3	$54.8K	Buy	+511	New	+$57.3K	﹤0.01%	1075
2019 Q1	–	Sell	-3,702	Closed	-$238K	–	434
2018 Q4	$238K	Buy	+3,702	New	+$260K	0.06%	342

Other funds holding IYJ

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

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

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

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

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

PCH

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Koshinski Asset Management's IYJ Position: Q3 2024 in Review

Koshinski Asset Management sold out of iShares US Industrials ETF (IYJ) in Q3 2024, closing a stake of 9,023 shares — an estimated $1.07M sold.

Koshinski Asset Management first reported a position in IYJ in Q4 2018 and held it in 6 quarters. The position peaked at $1.08M in Q1 2024. 294 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

Koshinski Asset Management reported no remaining iShares US Industrials ETF position as of Q3 2024 after selling out during the quarter.
Koshinski Asset Management sold 9,023 iShares US Industrials ETF shares in Q3 2024, an estimated $1.07M.
Koshinski Asset Management first reported a position in iShares US Industrials ETF in Q4 2018 and held it in 6 quarters.
Koshinski Asset Management's iShares US Industrials ETF position peaked at $1.08M in Q1 2024.
294 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Koshinski Asset Management's 13F filing for Q3 2024, filed 10 Oct 2024.