Koshinski Asset Management
IWM icon

Koshinski Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Koshinski Asset Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Sell
6,063
-43
-0.7% -$12.1K 0.1% 193
2026
Q1 		$1.51M Buy
6,106
+443
+8% +$114K 0.09% 196
2025
Q4 		$1.39M Buy
5,663
+694
+14% +$171K 0.09% 210
2025
Q3 		$1.2M Sell
4,969
-179
-3% -$41.1K 0.08% 235
2025
Q2 		$1.11M Buy
5,148
+943
+22% +$190K 0.08% 228
2025
Q1 		$839K Buy
4,205
+140
+3% +$30.4K 0.07% 284
2024
Q4 		$898M Sell
4,065
-226
-5% -$51.5K 0.08% 260
2024
Q3 		$948K Buy
4,291
+961
+29% +$206K 0.08% 249
2024
Q2 		$671K Buy
3,330
+95
+3% +$19.2K 0.06% 283
2024
Q1 		$680K Buy
3,235
+1,820
+129% +$363K 0.07% 271
2023
Q4 		$284K Sell
1,415
-2,086
-60% -$374K 0.04% 410
2023
Q3 		$619K Buy
3,501
+252
+8% +$47.3K 0.07% 278
2023
Q2 		$608K Sell
3,249
-999
-24% -$178K 0.07% 302
2023
Q1 		$758K Sell
4,248
-286
-6% -$52.7K 0.07% 259
2022
Q4 		$791K Buy
4,534
+623
+16% +$111K 0.08% 268
2022
Q3 		$645K Buy
3,911
+15
+0.4% +$2.74K 0.08% 280
2022
Q2 		$660K Buy
3,896
+2
+0.1% +$369 0.07% 310
2022
Q1 		$799K Sell
3,894
-2,591
-40% -$529K 0.07% 296
2021
Q4 		$1.44M Buy
6,485
+1,434
+28% +$324K 0.12% 188
2021
Q3 		$1.1M Buy
5,051
+1,716
+51% +$380K 0.1% 230
2021
Q2 		$765K Sell
3,335
-2,358
-41% -$530K 0.1% 233
2021
Q1 		$1.26M Sell
5,693
-443
-7% -$96.7K 0.13% 179
2020
Q4 		$1.2M Buy
6,136
+3,460
+129% +$605K 0.15% 168
2020
Q3 		$438 Sell
2,676
-3,429
-56% -$516K 0.06% 322
2020
Q2 		$874K Buy
6,105
+3,942
+182% +$517K 0.14% 185
2020
Q1 		$248K Buy
2,163
+598
+38% +$89.2K 0.05% 383
2019
Q4 		$259K Buy
+1,565
New +$247K 0.04% 432
2019
Q2 		– Sell
-1,416
Closed -$217 – 317
2019
Q1 		$217 Sell
1,416
-9,184
-87% -$1.38M 0.06% 349
2018
Q4 		$1.42M Buy
10,600
+220
+2% +$32.8K 0.35% 83
2018
Q3 		$1.75M Buy
10,380
+4,585
+79% +$774K 0.25% 121
2018
Q2 		$949K Buy
5,795
+3,421
+144% +$547K 0.29% 112
2018
Q1 		$360K Buy
2,374
+474
+25% +$73.2K 0.11% 255
2017
Q4 		$290K Buy
1,900
+67
+4% +$10.1K 0.07% 343
2017
Q3 		$272K Hold
1,833
– – 0.09% 307
2017
Q2 		$258K Sell
1,833
-125
-6% -$17.3K 0.09% 301
2017
Q1 		$269K Buy
1,958
+137
+8% +$18.7K 0.11% 255
2016
Q4 		$246K Sell
1,821
-1,038
-36% -$133K 0.12% 239
2016
Q3 		$355K Sell
2,859
-1,038
-27% -$126K 0.18% 185
2016
Q2 		$448K Buy
3,897
+1,206
+45% +$136K 0.24% 135
2016
Q1 		$298K Buy
2,691
+498
+23% +$51.6K 0.19% 163
2015
Q4 		$247K Buy
2,193
+233
+12% +$26.9K 0.17% 168
2015
Q3 		$245K Sell
1,960
-196
-9% -$23.2K 0.16% 184
2015
Q2 		$267K Sell
2,156
-363
-14% -$45.3K 0.17% 176
2015
Q1 		$313K Sell
2,519
-2,702
-52% -$326K 0.2% 153
2014
Q4 		$625K Buy
+5,221
New +$597K 0.35% 79

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Koshinski Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.7% in Q2 2026, selling an estimated $12.1K and leaving 6,063 shares worth $1.82M. The position accounts for 0.1% of the portfolio, ranked #193.

Koshinski Asset Management first reported a position in IWM in Q4 2014 and has held it in 45 quarters since. The position peaked at $898M in Q4 2024. 1,061 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Koshinski Asset Management held 6,063 shares of iShares Russell 2000 ETF worth $1.82M as of Q2 2026.
  • Koshinski Asset Management sold 43 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.1K.
  • iShares Russell 2000 ETF made up 0.1% of Koshinski Asset Management's portfolio in Q2 2026, its #193 holding.
  • Koshinski Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 45 quarters since.
  • Koshinski Asset Management's iShares Russell 2000 ETF position peaked at $898M in Q4 2024.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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