Kohmann Bosshard Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$454K	Buy	3,324 +1	+0%	+$129	0.04%	140
2026 Q1	$394K	Buy	3,323 +13	+0.4%	+$1.57K	0.04%	137
2025 Q4	$376K	Buy	3,310 +1	+0%	+$112	0.03%	181
2025 Q3	$366K	Hold	3,309	–	–	0.04%	150
2025 Q2	$329K	Buy	3,309 +1	+0%	+$94	0.04%	138
2025 Q1	$322K	Buy	3,308 +30	+0.9%	+$3.17K	0.04%	153
2024 Q4	$356K	Buy	3,278 +1	+0%	+$111	0.04%	133
2024 Q3	$353K	Hold	3,277	–	–	0.04%	143
2024 Q2	$319K	Buy	3,277 +1	+0%	+$98	0.04%	147
2024 Q1	$337K	Hold	3,276	–	–	0.05%	143
2023 Q4	$338K	Buy	3,276 +96	+3%	+$8.75K	0.05%	138
2023 Q3	$284K	Hold	3,180	–	–	0.05%	139
2023 Q2	$302K	Hold	3,180	–	–	0.05%	139
2023 Q1	$298K	Hold	3,180	–	–	0.06%	121
2022 Q4	$290K	Hold	3,180	–	–	0.06%	115
2022 Q3	$262K	Hold	3,180	–	–	0.06%	107
2022 Q2	$283K	Hold	3,180	–	–	0.06%	104
2022 Q1	$326K	Hold	3,180	–	–	0.06%	98
2021 Q4	$332K	Hold	3,180	–	–	0.07%	85
2021 Q3	$320K	Buy	+3,180	New	+$321K	0.07%	83

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

CIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

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

Kohmann Bosshard Financial Services increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.03% in Q2 2026, buying an estimated $129 and bringing the position to 3,324 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #140.

Kohmann Bosshard Financial Services first reported a position in IJS in Q3 2021 and has held it in 20 quarters since. 310 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Kohmann Bosshard Financial Services held 3,324 shares of iShares S&P Small-Cap 600 Value ETF worth $454K as of Q2 2026.
Kohmann Bosshard Financial Services bought 1 iShares S&P Small-Cap 600 Value ETF share in Q2 2026, an estimated $129.
iShares S&P Small-Cap 600 Value ETF made up 0.04% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #140 holding.
Kohmann Bosshard Financial Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2021 and has held it in 20 quarters since.
310 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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