Koshinski Asset Management
ILCG icon

Koshinski Asset Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Koshinski Asset Management’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,055
Closed -$134K – 1260
2022
Q1 		$134K Buy
2,055
+629
+44% +$40.1K 0.01% 726
2021
Q4 		$102K Sell
1,426
-227
-14% -$16K 0.01% 848
2021
Q3 		$108K Buy
+1,653
New +$112K 0.01% 811

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Koshinski Asset Management sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2022, closing a stake of 2,055 shares — an estimated $134K sold.

Koshinski Asset Management first reported a position in ILCG in Q3 2021 and held it in 3 quarters. The position peaked at $134K in Q1 2022. 193 funds tracked by Wall St. Rank hold ILCG as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares Morningstar Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 2,055 iShares Morningstar Growth ETF shares in Q2 2022, an estimated $134K.
  • Koshinski Asset Management first reported a position in iShares Morningstar Growth ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's iShares Morningstar Growth ETF position peaked at $134K in Q1 2022.
  • 193 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2022.

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