Kohmann Bosshard Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$938K	Hold	6,350	–	–	0.08%	90
2026 Q1	$841K	Hold	6,350	–	–	0.08%	92
2025 Q4	$836K	Hold	6,350	–	–	0.07%	111
2025 Q3	$824K	Hold	6,350	–	–	0.08%	101
2025 Q2	$785K	Hold	6,350	–	–	0.09%	94
2025 Q1	$760K	Hold	6,350	–	–	0.09%	99
2024 Q4	$793K	Hold	6,350	–	–	0.1%	89
2024 Q3	$785K	Hold	6,350	–	–	0.1%	88
2024 Q2	$720K	Hold	6,350	–	–	0.1%	91
2024 Q1	$751K	Hold	6,350	–	–	0.1%	89
2023 Q4	$724K	Hold	6,350	–	–	0.11%	87
2023 Q3	$641K	Hold	6,350	–	–	0.11%	83
2023 Q2	$680K	Hold	6,350	–	–	0.12%	83
2023 Q1	$653K	Hold	6,350	–	–	0.12%	79
2022 Q4	$640K	Hold	6,350	–	–	0.13%	78
2022 Q3	$572K	Hold	6,350	–	–	0.13%	72
2022 Q2	$600K	Hold	6,350	–	–	0.13%	69
2022 Q1	$696K	Buy	+6,350	New	+$685K	0.14%	64

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Kohmann Bosshard Financial Services held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 6,350 shares worth $938K. The position accounts for 0.08% of the portfolio, ranked #90.

Kohmann Bosshard Financial Services first reported a position in IJJ in Q1 2022 and has held it in 18 quarters since. 877 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Kohmann Bosshard Financial Services held 6,350 shares of iShares S&P Mid-Cap 400 Value ETF worth $938K as of Q2 2026.
Kohmann Bosshard Financial Services left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.08% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #90 holding.
Kohmann Bosshard Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 18 quarters since.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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