Koshinski Asset Management
IWC icon

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
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 		$285 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
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

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

Koshinski Asset Management sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 1,664 shares — an estimated $214K sold.

Koshinski Asset Management first reported a position in IWC in Q4 2016 and held it in 14 quarters. The position peaked at $540K in Q3 2018. 203 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,664 iShares Micro-Cap ETF shares in Q2 2022, an estimated $214K.
  • Koshinski Asset Management first reported a position in iShares Micro-Cap ETF in Q4 2016 and held it in 14 quarters.
  • Koshinski Asset Management's iShares Micro-Cap ETF position peaked at $540K in Q3 2018.
  • 203 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

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