Koshinski Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Sell	25,969 -609	-2%	-$25.9K	0.06%	282
2026 Q1	$1.05M	Buy	26,578 +1	+0%	+$37	0.07%	271
2025 Q4	$901K	Buy	26,577 +609	+2%	+$20K	0.06%	298
2025 Q3	$838K	Buy	25,968 +1	+0%	+$31	0.06%	305
2025 Q2	$773K	Buy	25,967 +1	+0%	+$27	0.06%	317
2025 Q1	$711K	Sell	25,966 -528	-2%	-$14.6K	0.06%	309
2024 Q4	$711K	Buy	+26,494	New	+$707K	0.06%	307
2022 Q2	–	Sell	-6,472	Closed	-$193K	–	1321
2022 Q1	$193K	Buy	6,472 +2	+0%	+$61	0.02%	592
2021 Q4	$213K	Buy	6,470 +2,195	+51%	+$70.6K	0.02%	606
2021 Q3	$139K	Buy	+4,275	New	+$144K	0.01%	723

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Koshinski Asset Management reduced its iShares US Telecommunications ETF (IYZ) stake by 2.3% in Q2 2026, selling an estimated $25.9K and leaving 25,969 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #282.

Koshinski Asset Management first reported a position in IYZ in Q3 2021 and has held it in 10 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Koshinski Asset Management held 25,969 shares of iShares US Telecommunications ETF worth $1.1M as of Q2 2026.
Koshinski Asset Management sold 609 iShares US Telecommunications ETF shares in Q2 2026, an estimated $25.9K.
iShares US Telecommunications ETF made up 0.06% of Koshinski Asset Management's portfolio in Q2 2026, its #282 holding.
Koshinski Asset Management first reported a position in iShares US Telecommunications ETF in Q3 2021 and has held it in 10 quarters since.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

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