Koshinski Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-148	Closed	-$18.5K	–	1259
2022 Q1	$18.5K	Sell	148 -292	-66%	-$36.8K	﹤0.01%	1434
2021 Q4	$61.1K	Hold	440	–	–	﹤0.01%	1046
2021 Q3	$57.2K	Buy	+440	New	+$58K	0.01%	1054
2017 Q1	–	Sell	-27,248	Closed	-$1.87M	–	327
2016 Q4	$1.87M	Buy	27,248 +368	+1%	+$26K	0.93%	20
2016 Q3	$1.64M	Buy	26,880 +6,682	+33%	+$451K	0.82%	23
2016 Q2	$1.17M	Sell	20,198 -954	-5%	-$60K	0.64%	37
2016 Q1	$1.19M	Sell	21,152 -1,210	-5%	-$70.5K	0.77%	34
2015 Q4	$1.23M	Buy	22,362 +1,138	+5%	+$72.2K	0.86%	26
2015 Q3	$1.25M	Sell	21,224 -2,318	-10%	-$148K	0.8%	27
2015 Q2	$1.39M	Buy	23,542 +1,466	+7%	+$95.6K	0.88%	25
2015 Q1	$1.3M	Sell	22,076 -28,726	-57%	-$1.8M	0.84%	26
2014 Q4	$2.9M	Buy	+50,802	New	+$2.98M	1.64%	11

Other funds holding IJT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Koshinski Asset Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2022, closing a stake of 148 shares — an estimated $18.5K sold.

Koshinski Asset Management first reported a position in IJT in Q4 2014 and held it in 12 quarters. The position peaked at $2.9M in Q4 2014. 613 funds tracked by Wall St. Rank hold IJT as of Q2 2022.

Koshinski Asset Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 148 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2022, an estimated $18.5K.
Koshinski Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2014 and held it in 12 quarters.
Koshinski Asset Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.9M in Q4 2014.
613 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2022.

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