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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$693K	Sell	5,900 -4	-0.1%	-$444	0.06%	115
2026 Q1	$594K	Hold	5,904	–	–	0.06%	111
2025 Q4	$572K	Buy	5,904 +4	+0.1%	+$385	0.05%	142
2025 Q3	$566K	Hold	5,900	–	–	0.06%	123
2025 Q2	$537K	Hold	5,900	–	–	0.06%	110
2025 Q1	$491K	Hold	5,900	–	–	0.06%	122
2024 Q4	$536K	Hold	5,900	–	–	0.06%	110
2024 Q3	$542K	Hold	5,900	–	–	0.07%	110
2024 Q2	$520K	Hold	5,900	–	–	0.07%	106
2024 Q1	$538K	Hold	5,900	–	–	0.07%	105
2023 Q4	$467K	Hold	5,900	–	–	0.07%	108
2023 Q3	$426K	Hold	5,900	–	–	0.07%	109
2023 Q2	$443K	Hold	5,900	–	–	0.08%	107
2023 Q1	$422K	Hold	5,900	–	–	0.08%	98
2022 Q4	$403K	Hold	5,900	–	–	0.08%	99
2022 Q3	$372K	Hold	5,900	–	–	0.08%	91
2022 Q2	$376K	Hold	5,900	–	–	0.08%	93
2022 Q1	$456K	Buy	+5,900	New	+$456K	0.09%	83

Other funds holding IJK

DADC

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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

BBES

Buffalo Business & Estate Services Orchard Park, New York $793M AUM

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

Kohmann Bosshard Financial Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.07% in Q2 2026, selling an estimated $444 and leaving 5,900 shares worth $693K. The position accounts for 0.06% of the portfolio, ranked #115.

Kohmann Bosshard Financial Services first reported a position in IJK in Q1 2022 and has held it in 18 quarters since. 355 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Kohmann Bosshard Financial Services held 5,900 shares of iShares S&P Mid-Cap 400 Growth ETF worth $693K as of Q2 2026.
Kohmann Bosshard Financial Services sold 4 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $444.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #115 holding.
Kohmann Bosshard Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and has held it in 18 quarters since.
355 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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