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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.01M	Hold	32,340	–	–	0.22%	45
2025 Q1	$1.89M	Sell	32,340 -89	-0.3%	-$5.19K	0.22%	49
2024 Q4	$2.02M	Sell	32,429 -2,810	-8%	-$175K	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%	-$13K	0.3%	52
2023 Q3	$1.79M	Sell	35,885 -90	-0.3%	-$4.49K	0.31%	50
2023 Q2	$1.88M	Sell	35,975 -80	-0.2%	-$4.18K	0.32%	50
2023 Q1	$1.8M	Buy	36,055 +755	+2%	+$37.8K	0.34%	48
2022 Q4	$1.71M	Hold	35,300	–	–	0.34%	51
2022 Q3	$1.55M	Sell	35,300 -130	-0.4%	-$5.7K	0.34%	48
2022 Q2	$1.6M	Buy	35,430 +560	+2%	+$25.3K	0.35%	46
2022 Q1	$1.87M	Buy	34,870 +440	+1%	+$23.6K	0.37%	40
2021 Q4	$1.95M	Hold	34,430	–	–	0.39%	40
2021 Q3	$1.81M	Buy	34,430 +4,325	+14%	+$228K	0.4%	39
2021 Q2	$1.62M	Hold	30,105	–	–	0.37%	42
2021 Q1	$1.57M	Sell	30,105 -1,750	-5%	-$91.1K	0.42%	40
2020 Q4	$1.46M	Sell	31,855 -155	-0.5%	-$7.12K	0.46%	41
2020 Q3	$1.19M	Sell	32,010 -1,755	-5%	-$65K	0.43%	41
2020 Q2	$1.2M	Buy	33,765 +610	+2%	+$21.7K	0.45%	40
2020 Q1	$954K	Sell	33,155 -4,445	-12%	-$128K	0.42%	42
2019 Q4	$1.55M	Hold	37,600	–	–	0.57%	28
2019 Q3	$1.45M	Buy	37,600 +425	+1%	+$16.4K	0.57%	27
2019 Q2	$1.44M	Hold	37,175	–	–	0.6%	27
2019 Q1	$1.41M	Buy	37,175 +3,910	+12%	+$148K	0.67%	27
2018 Q4	$1.11M	Hold	33,265	–	–	0.6%	32
2018 Q3	$1.34M	Buy	33,265 +1,490	+5%	+$60K	0.66%	29
2018 Q2	$1.24M	Sell	31,775 -430	-1%	-$16.8K	0.7%	27
2018 Q1	$1.21M	Hold	32,205	–	–	0.72%	26
2017 Q4	$1.22M	Sell	32,205 -675	-2%	-$25.6K	0.78%	25
2017 Q3	$1.18M	Buy	+32,880	New	+$1.18M	0.83%	25
2017 Q1	$1.23M	Sell	35,890 -415	-1%	-$14.2K	1.05%	23
2016 Q4	$1.23M	Buy	+36,305	New	+$1.23M	1.15%	23