Kohmann Bosshard Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.39M	Hold	31,039	–	–	0.2%	47
2026 Q1	$2.1M	Sell	31,039 -1,695	-5%	-$118K	0.2%	49
2025 Q4	$2.16M	Buy	32,734 +394	+1%	+$25.8K	0.19%	54
2025 Q3	$2.11M	Hold	32,340	–	–	0.22%	51
2025 Q2	$2.01M	Hold	32,340	–	–	0.22%	45
2025 Q1	$1.89M	Sell	32,340 -89	-0.3%	-$5.53K	0.22%	49
2024 Q4	$2.02M	Sell	32,429 -2,810	-8%	-$180K	0.24%	44
2024 Q3	$2.2M	Hold	35,239	–	–	0.27%	46
2024 Q2	$2.06M	Sell	35,239 -411	-1%	-$24.1K	0.28%	47
2024 Q1	$2.17M	Hold	35,650	–	–	0.3%	49
2023 Q4	$1.98M	Sell	35,650 -235	-0.7%	-$11.9K	0.3%	52
2023 Q3	$1.79M	Sell	35,885 -90	-0.3%	-$4.72K	0.31%	50
2023 Q2	$1.88M	Sell	35,975 -80	-0.2%	-$3.98K	0.32%	50
2023 Q1	$1.8M	Buy	36,055 +755	+2%	+$38.5K	0.34%	48
2022 Q4	$1.71M	Hold	35,300	–	–	0.34%	51
2022 Q3	$1.55M	Sell	35,300 -130	-0.4%	-$6.29K	0.34%	48
2022 Q2	$1.6M	Buy	35,430 +560	+2%	+$27.6K	0.35%	46
2022 Q1	$1.87M	Buy	34,870 +440	+1%	+$23.4K	0.37%	40
2021 Q4	$1.95M	Hold	34,430	–	–	0.39%	40
2021 Q3	$1.81M	Buy	34,430 +4,325	+14%	+$233K	0.4%	39
2021 Q2	$1.62M	Hold	30,105	–	–	0.37%	42
2021 Q1	$1.57M	Sell	30,105 -1,750	-5%	-$87.4K	0.42%	40
2020 Q4	$1.46M	Sell	31,855 -155	-0.5%	-$6.53K	0.46%	41
2020 Q3	$1.19M	Sell	32,010 -1,755	-5%	-$65.6K	0.43%	41
2020 Q2	$1.2M	Buy	33,765 +610	+2%	+$20.3K	0.45%	40
2020 Q1	$954K	Sell	33,155 -4,445	-12%	-$165K	0.42%	42
2019 Q4	$1.55M	Hold	37,600	–	–	0.57%	28
2019 Q3	$1.45M	Buy	37,600 +425	+1%	+$16.3K	0.57%	27
2019 Q2	$1.44M	Hold	37,175	–	–	0.6%	27
2019 Q1	$1.41M	Buy	37,175 +3,910	+12%	+$144K	0.67%	27
2018 Q4	$1.1M	Hold	33,265	–	–	0.6%	32
2018 Q3	$1.34M	Buy	33,265 +1,490	+5%	+$59.9K	0.66%	29
2018 Q2	$1.24M	Sell	31,775 -430	-1%	-$16.6K	0.7%	27
2018 Q1	$1.21M	Hold	32,205	–	–	0.72%	26
2017 Q4	$1.22M	Sell	32,205 -675	-2%	-$25K	0.78%	25
2017 Q3	$1.18M	Buy	+32,880	New	+$1.15M	0.83%	25
2017 Q1	$1.23M	Sell	35,890 -415	-1%	-$14.1K	1.05%	23
2016 Q4	$1.23M	Buy	+36,305	New	+$1.15M	1.15%	23

Other funds holding IJH

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Kohmann Bosshard Financial Services's IJH Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 31,039 shares worth $2.39M. The position accounts for 0.2% of the portfolio, ranked #47.

Kohmann Bosshard Financial Services first reported a position in IJH in Q4 2016 and has held it in 38 quarters since. 1,082 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Kohmann Bosshard Financial Services held 31,039 shares of iShares Core S&P Mid-Cap ETF worth $2.39M as of Q2 2026.
Kohmann Bosshard Financial Services left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.2% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #47 holding.
Kohmann Bosshard Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
1,082 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.