Kohmann Bosshard Financial Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-360	Closed	-$28.7K	–	396
2025 Q4	$28.7K	Buy	+360	New	+$29.3K	﹤0.01%	645
2025 Q1	–	Sell	-360	Closed	-$27.2K	–	518
2024 Q4	$27.2K	Buy	+360	New	+$27.5K	﹤0.01%	397

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kohmann Bosshard Financial Services's IMCG Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2026, closing a stake of 360 shares — an estimated $28.7K sold.

Kohmann Bosshard Financial Services first reported a position in IMCG in Q4 2024 and held it in 2 quarters. The position peaked at $28.7K in Q4 2025. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 360 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $28.7K.
Kohmann Bosshard Financial Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
Kohmann Bosshard Financial Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $28.7K in Q4 2025.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.