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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-335	Closed	-$40.1K	–	1306
2022 Q1	$40.1K	Sell	335 -116	-26%	-$13.7K	﹤0.01%	1192
2021 Q4	$55.2K	Hold	451	–	–	﹤0.01%	1088
2021 Q3	$51.1K	Buy	+451	New	+$52.2K	﹤0.01%	1099
2020 Q1	–	Sell	-2,507	Closed	-$237K	–	487
2019 Q4	$237K	Buy	+2,507	New	+$229K	0.04%	449
2019 Q2	–	Sell	-2,328	Closed	-$202	–	318
2019 Q1	$202	Buy	+2,328	New	+$196K	0.05%	366

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Koshinski Asset Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2022, closing a stake of 335 shares — an estimated $40.1K sold.

Koshinski Asset Management first reported a position in IWS in Q1 2019 and held it in 5 quarters. The position peaked at $237K in Q4 2019. 757 funds tracked by Wall St. Rank hold IWS as of Q2 2022.

Koshinski Asset Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 335 iShares Russell Mid-Cap Value ETF shares in Q2 2022, an estimated $40.1K.
Koshinski Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and held it in 5 quarters.
Koshinski Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $237K in Q4 2019.
757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2022.

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