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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.93M	Sell	17,620 -750	-4%	-$82K	0.21%	47
2025 Q1	$1.92M	Buy	18,370 +119	+0.7%	+$12.4K	0.23%	47
2024 Q4	$2.1M	Sell	18,251 -1,286	-7%	-$148K	0.25%	43
2024 Q3	$2.29M	Buy	19,537 +474	+2%	+$55.4K	0.28%	44
2024 Q2	$2.03M	Hold	19,063	–	–	0.27%	48
2024 Q1	$2.11M	Hold	19,063	–	–	0.29%	50
2023 Q4	$2.06M	Sell	19,063 -200	-1%	-$21.7K	0.31%	51
2023 Q3	$1.82M	Buy	19,263 +194	+1%	+$18.3K	0.31%	49
2023 Q2	$1.9M	Buy	19,069 +1,755	+10%	+$175K	0.33%	49
2023 Q1	$1.63M	Buy	17,314 +264	+2%	+$24.9K	0.31%	54
2022 Q4	$1.61M	Hold	17,050	–	–	0.32%	52
2022 Q3	$1.49M	Sell	17,050 -1,608	-9%	-$140K	0.33%	49
2022 Q2	$1.72M	Buy	18,658 +1,600	+9%	+$148K	0.38%	43
2022 Q1	$1.84M	Buy	17,058 +412	+2%	+$44.4K	0.36%	43
2021 Q4	$1.91M	Sell	16,646 -650	-4%	-$74.4K	0.38%	41
2021 Q3	$1.89M	Hold	17,296	–	–	0.41%	37
2021 Q2	$1.95M	Hold	17,296	–	–	0.45%	37
2021 Q1	$1.88M	Hold	17,296	–	–	0.5%	35
2020 Q4	$1.59M	Sell	17,296 -2,480	-13%	-$228K	0.5%	39
2020 Q3	$1.39M	Sell	19,776 -840	-4%	-$59K	0.5%	36
2020 Q2	$1.41M	Buy	20,616 +2,719	+15%	+$186K	0.52%	37
2020 Q1	$1M	Sell	17,897 -118	-0.7%	-$6.62K	0.44%	41
2019 Q4	$1.51M	Hold	18,015	–	–	0.56%	29
2019 Q3	$1.4M	Buy	18,015 +78	+0.4%	+$6.07K	0.55%	29
2019 Q2	$1.4M	Buy	17,937 +40	+0.2%	+$3.13K	0.59%	28
2019 Q1	$1.38M	Sell	17,897 -25	-0.1%	-$1.93K	0.65%	28
2018 Q4	$1.24M	Hold	17,922	–	–	0.67%	28
2018 Q3	$1.56M	Buy	17,922 +775	+5%	+$67.6K	0.77%	26
2018 Q2	$1.43M	Sell	17,147 -208	-1%	-$17.4K	0.81%	25
2018 Q1	$1.34M	Hold	17,355	–	–	0.8%	24
2017 Q4	$1.33M	Hold	17,355	–	–	0.86%	24
2017 Q3	$1.29M	Buy	+17,355	New	+$1.29M	0.91%	24
2017 Q1	$1.31M	Sell	18,936 -19,564	-51%	-$1.35M	1.12%	22
2016 Q4	$1.33M	Buy	+38,500	New	+$1.33M	1.24%	22