Koshinski Asset Management
IYY icon

Koshinski Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

Koshinski Asset Management’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,910
Closed -$213K – 1320
2022
Q1 		$213K Sell
1,910
-943
-33% -$104K 0.02% 574
2021
Q4 		$336K Sell
2,853
-7
-0.2% -$804 0.03% 489
2021
Q3 		$308K Buy
+2,860
New +$317K 0.03% 499
2021
Q2 		– Sell
-2,856
Closed -$285K – 591
2021
Q1 		$285K Sell
2,856
-1,271
-31% -$124K 0.03% 492
2020
Q4 		$389K Sell
4,127
-131
-3% -$11.6K 0.05% 376
2020
Q3 		$374 Sell
4,258
-6,126
-59% -$504K 0.05% 357
2020
Q2 		$795K Sell
10,384
-718
-6% -$51.8K 0.13% 197
2020
Q1 		$700K Sell
11,102
-644
-5% -$48.6K 0.15% 184
2019
Q4 		$935K Buy
11,746
+50
+0.4% +$3.82K 0.16% 196
2019
Q3 		$863K Buy
11,696
+1,462
+14% +$108K 0.6% 57
2019
Q2 		$748K Sell
10,234
-4,518
-31% -$325K 0.3% 104
2019
Q1 		$1.04K Sell
14,752
-142
-1% -$9.64K 0.28% 104
2018
Q4 		$927K Buy
14,894
+100
+0.7% +$6.73K 0.23% 139
2018
Q3 		$1.08M Buy
14,794
+6,138
+71% +$439K 0.15% 192
2018
Q2 		$590K Sell
8,656
-662
-7% -$44.9K 0.18% 179
2018
Q1 		$616K Sell
9,318
-88
-0.9% -$6.01K 0.19% 178
2017
Q4 		$628K Sell
9,406
-84
-0.9% -$5.47K 0.16% 220
2017
Q3 		$598K Sell
9,490
-412
-4% -$25.4K 0.2% 171
2017
Q2 		$601K Sell
9,902
-580
-6% -$34.8K 0.22% 157
2017
Q1 		$620K Sell
10,482
-132
-1% -$7.7K 0.24% 125
2016
Q4 		$595K Sell
10,614
-196
-2% -$10.7K 0.29% 118
2016
Q3 		$587K Sell
10,810
-4,176
-28% -$226K 0.29% 117
2016
Q2 		$872K Buy
+14,986
New +$776K 0.48% 66

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Koshinski Asset Management's IYY Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares Dow Jones US ETF (IYY) in Q2 2022, closing a stake of 1,910 shares — an estimated $213K sold.

Koshinski Asset Management first reported a position in IYY in Q2 2016 and held it in 23 quarters. The position peaked at $1.08M in Q3 2018. 188 funds tracked by Wall St. Rank hold IYY as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares Dow Jones US ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,910 iShares Dow Jones US ETF shares in Q2 2022, an estimated $213K.
  • Koshinski Asset Management first reported a position in iShares Dow Jones US ETF in Q2 2016 and held it in 23 quarters.
  • Koshinski Asset Management's iShares Dow Jones US ETF position peaked at $1.08M in Q3 2018.
  • 188 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.