Koshinski Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-150	Closed	-$11.7K	–	1305
2022 Q1	$11.7K	Hold	150	–	–	﹤0.01%	1564
2021 Q4	$12.5K	Sell	150 -28	-16%	-$2.3K	﹤0.01%	1568
2021 Q3	$13.9K	Buy	+178	New	+$14.3K	﹤0.01%	1569
2020 Q4	–	Sell	-1,300	Closed	-$206	–	566
2020 Q3	$206	Buy	+1,300	New	+$74K	0.03%	474
2016 Q3	–	Sell	-5,440	Closed	-$229K	–	294
2016 Q2	$229K	Buy	+5,440	New	+$225K	0.12%	231

Other funds holding IWR

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Koshinski Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2022, closing a stake of 150 shares — an estimated $11.7K sold.

Koshinski Asset Management first reported a position in IWR in Q2 2016 and held it in 5 quarters. The position peaked at $229K in Q2 2016. 1,078 funds tracked by Wall St. Rank hold IWR as of Q2 2022.

Koshinski Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 150 iShares Russell Mid-Cap ETF shares in Q2 2022, an estimated $11.7K.
Koshinski Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2016 and held it in 5 quarters.
Koshinski Asset Management's iShares Russell Mid-Cap ETF position peaked at $229K in Q2 2016.
1,078 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2022.

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