Koshinski Asset Management
IYW icon

Koshinski Asset Management’s iShares US Technology ETF IYW Stock Holding History

Koshinski Asset Management’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.83M Buy
27,063
+19
+0.1% +$4.36K 0.36% 62
2026
Q1 		$4.91M Buy
27,044
+1,687
+7% +$326K 0.31% 74
2025
Q4 		$5.06M Sell
25,357
-1,128
-4% -$226K 0.33% 64
2025
Q3 		$5.19M Buy
26,485
+36
+0.1% +$6.59K 0.35% 59
2025
Q2 		$4.58M Buy
26,449
+2,039
+8% +$309K 0.35% 59
2025
Q1 		$3.43M Buy
24,410
+156
+0.6% +$24.3K 0.29% 78
2024
Q4 		$3.87B Sell
24,254
-4,767
-16% -$754K 0.33% 61
2024
Q3 		$4.4M Sell
29,021
-524
-2% -$77.1K 0.38% 53
2024
Q2 		$4.63M Buy
29,545
+14,222
+93% +$1.97M 0.43% 46
2024
Q1 		$2.07M Buy
15,323
+13,307
+660% +$1.73M 0.21% 108
2023
Q4 		$247K Sell
2,016
-18,121
-90% -$2.05M 0.04% 436
2023
Q3 		$2.11M Buy
20,137
+70
+0.3% +$7.61K 0.24% 95
2023
Q2 		$2.18M Sell
20,067
-327
-2% -$32.1K 0.23% 100
2023
Q1 		$1.89M Sell
20,394
-5,260
-21% -$441K 0.18% 121
2022
Q4 		$1.91M Sell
25,654
-582
-2% -$44.5K 0.18% 129
2022
Q3 		$1.93M Buy
26,236
+959
+4% +$81.3K 0.23% 111
2022
Q2 		$2.02M Buy
25,277
+2,454
+11% +$217K 0.2% 122
2022
Q1 		$2.35M Buy
22,823
+2,150
+10% +$220K 0.19% 118
2021
Q4 		$2.37M Buy
20,673
+595
+3% +$66.1K 0.19% 116
2021
Q3 		$2.03M Sell
20,078
-147
-0.7% -$15.3K 0.18% 124
2021
Q2 		$2.01M Buy
+20,225
New +$1.89M 0.25% 94
2021
Q1 		– Sell
-18,750
Closed -$1.59M – 621
2020
Q4 		$1.59M Sell
18,750
-130
-0.7% -$10.4K 0.2% 126
2020
Q3 		$1.51K Sell
18,880
-2,344
-11% -$171K 0.2% 118
2020
Q2 		$1.43M Buy
+21,224
New +$1.28M 0.23% 112
2020
Q1 		– Sell
-21,112
Closed -$1.23M – 488
2019
Q4 		$1.23M Buy
21,112
+15,268
+261% +$831K 0.21% 147
2019
Q3 		$298K Buy
+5,844
New +$297K 0.21% 113
2019
Q2 		– Sell
-7,516
Closed -$358 – 323
2019
Q1 		$358 Buy
7,516
+224
+3% +$9.96K 0.1% 257
2018
Q4 		$292K Buy
7,292
+108
+2% +$4.68K 0.07% 305
2018
Q3 		$349K Buy
+7,184
New +$340K 0.05% 394

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Koshinski Asset Management increased its iShares US Technology ETF (IYW) stake by 0.07% in Q2 2026, buying an estimated $4.36K and bringing the position to 27,063 shares worth $6.83M. The position accounts for 0.36% of the portfolio, ranked #62.

Koshinski Asset Management first reported a position in IYW in Q3 2018 and has held it in 29 quarters since. The position peaked at $3.87B in Q4 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Koshinski Asset Management held 27,063 shares of iShares US Technology ETF worth $6.83M as of Q2 2026.
  • Koshinski Asset Management bought 19 iShares US Technology ETF shares in Q2 2026, an estimated $4.36K.
  • iShares US Technology ETF made up 0.36% of Koshinski Asset Management's portfolio in Q2 2026, its #62 holding.
  • Koshinski Asset Management first reported a position in iShares US Technology ETF in Q3 2018 and has held it in 29 quarters since.
  • Koshinski Asset Management's iShares US Technology ETF position peaked at $3.87B in Q4 2024.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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