Koshinski Asset Management
IMCG icon

Koshinski Asset Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Koshinski Asset Management’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-370
Closed -$23.8K – 1266
2022
Q1 		$23.8K Hold
370
– – ﹤0.01% 1355
2021
Q4 		$27.1K Buy
+370
New +$26.9K ﹤0.01% 1359

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Morgan Stanley
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BWL
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
OWM
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Koshinski Asset Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2022, closing a stake of 370 shares — an estimated $23.8K sold.

Koshinski Asset Management first reported a position in IMCG in Q4 2021 and held it in 2 quarters. The position peaked at $27.1K in Q4 2021. 217 funds tracked by Wall St. Rank hold IMCG as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 370 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $23.8K.
  • Koshinski Asset Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • Koshinski Asset Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $27.1K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2022.

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