Koshinski Asset Management’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Buy	+1,058	New	+$194K	0.01%	736
2022 Q2	–	Sell	-1,664	Closed	-$214K	–	1301
2022 Q1	$214K	Hold	1,664	–	–	0.02%	570
2021 Q4	$233K	Sell	1,664 -70	-4%	-$10.2K	0.02%	579
2021 Q3	$250K	Buy	+1,734	New	+$252K	0.02%	545
2021 Q2	–	Sell	-1,670	Closed	-$245K	–	588
2021 Q1	$245K	Buy	+1,670	New	+$239K	0.03%	520
2019 Q3	–	Sell	-2,860	Closed	-$267K	–	211
2019 Q2	$267K	Sell	2,860 -210	-7%	-$19.5K	0.11%	216
2019 Q1	$285K	Sell	3,070 -1,400	-31%	-$129K	0.08%	297
2018 Q4	$369K	Sell	4,470 -613	-12%	-$56.9K	0.09%	271
2018 Q3	$540K	Buy	5,083 +2,376	+88%	+$255K	0.08%	309
2018 Q2	$286K	Sell	2,707 -750	-22%	-$76.6K	0.09%	295
2018 Q1	$332K	Hold	3,457	–	–	0.1%	270
2017 Q4	$331K	Buy	3,457 +416	+14%	+$39.4K	0.08%	318
2017 Q3	$287K	Sell	3,041 -185	-6%	-$16.3K	0.09%	298
2017 Q2	$287K	Buy	+3,226	New	+$278K	0.1%	286
2017 Q1	–	Sell	-2,350	Closed	-$202K	–	329
2016 Q4	$202K	Buy	+2,350	New	+$189K	0.1%	280

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Koshinski Asset Management opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,058 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Koshinski Asset Management previously reported a position in IWC as recently as Q1 2022.

Koshinski Asset Management first reported a position in IWC in Q4 2016 and has held it in 15 quarters since. The position peaked at $540K in Q3 2018. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Koshinski Asset Management held 1,058 shares of iShares Micro-Cap ETF worth $212K as of Q2 2026.
iShares Micro-Cap ETF was a new Koshinski Asset Management position in Q2 2026.
iShares Micro-Cap ETF made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #736 holding.
Koshinski Asset Management first reported a position in iShares Micro-Cap ETF in Q4 2016 and has held it in 15 quarters since.
Koshinski Asset Management's iShares Micro-Cap ETF position peaked at $540K in Q3 2018.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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