Koshinski Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-373	Closed	-$39.4K	–	1297
2022 Q1	$39.4K	Hold	373	–	–	﹤0.01%	1199
2021 Q4	$43.1K	Hold	373	–	–	﹤0.01%	1185
2021 Q3	$38.2K	Buy	+373	New	+$39.4K	﹤0.01%	1224
2018 Q3	–	Sell	-5,912	Closed	-$338K	–	535
2018 Q2	$338K	Hold	5,912	–	–	0.1%	265
2018 Q1	$323K	Sell	5,912 -270	-4%	-$15.1K	0.1%	276
2017 Q4	$332K	Sell	6,182 -24	-0.4%	-$1.26K	0.08%	317
2017 Q3	$313K	Hold	6,206	–	–	0.1%	282
2017 Q2	$299K	Buy	+6,206	New	+$296K	0.11%	279

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Koshinski Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 373 shares — an estimated $39.4K sold.

Koshinski Asset Management first reported a position in IUSG in Q2 2017 and held it in 8 quarters. The position peaked at $338K in Q2 2018. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

Koshinski Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 373 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $39.4K.
Koshinski Asset Management first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and held it in 8 quarters.
Koshinski Asset Management's iShares Core S&P US Growth ETF position peaked at $338K in Q2 2018.
501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

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