Koshinski Asset Management
IYJ icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return