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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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. 992 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.
992 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.