Koshinski Asset Management
IWY icon

Koshinski Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Koshinski Asset Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-168
Closed -$26.7K – 1307
2022
Q1 		$26.7K Buy
168
+13
+8% +$2.03K ﹤0.01% 1326
2021
Q4 		$26.9K Buy
155
+5
+3% +$833 ﹤0.01% 1361
2021
Q3 		$22.9K Buy
+150
New +$23.7K ﹤0.01% 1415

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Koshinski Asset Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2022, closing a stake of 168 shares — an estimated $26.7K sold.

Koshinski Asset Management first reported a position in IWY in Q3 2021 and held it in 3 quarters. The position peaked at $26.9K in Q4 2021. 271 funds tracked by Wall St. Rank hold IWY as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 168 iShares Russell Top 200 Growth ETF shares in Q2 2022, an estimated $26.7K.
  • Koshinski Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's iShares Russell Top 200 Growth ETF position peaked at $26.9K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2022.

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