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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.52M Sell
16,965
-180
-1% -$24.7K 0.21% 44
2026
Q1 		$2.13M Sell
17,145
-161
-0.9% -$20.5K 0.21% 48
2025
Q4 		$2.08M Sell
17,306
-314
-2% -$37.6K 0.19% 58
2025
Q3 		$2.09M Hold
17,620
– – 0.21% 53
2025
Q2 		$1.93M Sell
17,620
-750
-4% -$77.5K 0.21% 47
2025
Q1 		$1.92M Buy
18,370
+119
+0.7% +$13.4K 0.23% 47
2024
Q4 		$2.1M Sell
18,251
-1,286
-7% -$154K 0.25% 43
2024
Q3 		$2.29M Buy
19,537
+474
+2% +$53.6K 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% -$19.3K 0.31% 51
2023
Q3 		$1.82M Buy
19,263
+194
+1% +$19.4K 0.31% 49
2023
Q2 		$1.9M Buy
19,069
+1,755
+10% +$167K 0.33% 49
2023
Q1 		$1.63M Buy
17,314
+264
+2% +$26.4K 0.31% 54
2022
Q4 		$1.61M Hold
17,050
– – 0.32% 52
2022
Q3 		$1.49M Sell
17,050
-1,608
-9% -$156K 0.33% 49
2022
Q2 		$1.72M Buy
18,658
+1,600
+9% +$159K 0.38% 43
2022
Q1 		$1.84M Buy
17,058
+412
+2% +$44.5K 0.36% 43
2021
Q4 		$1.91M Sell
16,646
-650
-4% -$74.1K 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% -$204K 0.5% 39
2020
Q3 		$1.39M Sell
19,776
-840
-4% -$60.2K 0.5% 36
2020
Q2 		$1.41M Buy
20,616
+2,719
+15% +$172K 0.52% 37
2020
Q1 		$1M Sell
17,897
-118
-0.7% -$8.79K 0.44% 41
2019
Q4 		$1.51M Hold
18,015
– – 0.56% 29
2019
Q3 		$1.4M Buy
18,015
+78
+0.4% +$6.04K 0.55% 29
2019
Q2 		$1.4M Buy
17,937
+40
+0.2% +$3.1K 0.59% 28
2019
Q1 		$1.38M Sell
17,897
-25
-0.1% -$1.92K 0.65% 28
2018
Q4 		$1.24M Hold
17,922
– – 0.67% 28
2018
Q3 		$1.56M Buy
17,922
+775
+5% +$67.9K 0.77% 26
2018
Q2 		$1.43M Sell
17,147
-208
-1% -$16.9K 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 +$1.22M 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 +$2.48M 1.24% 22

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Kohmann Bosshard Financial Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1% in Q2 2026, selling an estimated $24.7K and leaving 16,965 shares worth $2.52M. The position accounts for 0.21% of the portfolio, ranked #44.

Kohmann Bosshard Financial Services first reported a position in IJR in Q4 2016 and has held it in 38 quarters since. 521 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Kohmann Bosshard Financial Services held 16,965 shares of iShares Core S&P Small-Cap ETF worth $2.52M as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 180 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $24.7K.
  • iShares Core S&P Small-Cap ETF made up 0.21% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #44 holding.
  • Kohmann Bosshard Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • 521 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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