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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$384K	Hold	2,150	–	–	0.03%	149
2026 Q1	$311K	Hold	2,150	–	–	0.03%	155
2025 Q4	$303K	Hold	2,150	–	–	0.03%	209
2025 Q3	$304K	Hold	2,150	–	–	0.03%	175
2025 Q2	$286K	Hold	2,150	–	–	0.03%	155
2025 Q1	$268K	Hold	2,150	–	–	0.03%	176
2024 Q4	$291K	Hold	2,150	–	–	0.03%	156
2024 Q3	$300K	Hold	2,150	–	–	0.04%	159
2024 Q2	$276K	Hold	2,150	–	–	0.04%	154
2024 Q1	$281K	Hold	2,150	–	–	0.04%	162
2023 Q4	$269K	Hold	2,150	–	–	0.04%	160
2023 Q3	$236K	Hold	2,150	–	–	0.04%	160
2023 Q2	$247K	Hold	2,150	–	–	0.04%	154
2023 Q1	$236K	Hold	2,150	–	–	0.04%	141
2022 Q4	$232K	Hold	2,150	–	–	0.05%	136
2022 Q3	$219K	Hold	2,150	–	–	0.05%	118
2022 Q2	$226K	Hold	2,150	–	–	0.05%	122
2022 Q1	$269K	Hold	2,150	–	–	0.05%	109
2021 Q4	$298K	Hold	2,150	–	–	0.06%	92
2021 Q3	$280K	Buy	+2,150	New	+$283K	0.06%	90

Other funds holding IJT

HWA

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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

GIA

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

CAL

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

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CIA

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

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

Kohmann Bosshard Financial Services held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 2,150 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #149.

Kohmann Bosshard Financial Services first reported a position in IJT in Q3 2021 and has held it in 20 quarters since. 290 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Kohmann Bosshard Financial Services held 2,150 shares of iShares S&P Small-Cap 600 Growth ETF worth $384K as of Q2 2026.
Kohmann Bosshard Financial Services left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #149 holding.
Kohmann Bosshard Financial Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2021 and has held it in 20 quarters since.
290 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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