Kohmann Bosshard Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.09M	Hold	9,199	–	–	0.18%	54
2026 Q1	$1.94M	Sell	9,199 -102	-1%	-$22.1K	0.19%	51
2025 Q4	$1.97M	Hold	9,301	–	–	0.18%	61
2025 Q3	$1.92M	Hold	9,301	–	–	0.2%	57
2025 Q2	$1.82M	Hold	9,301	–	–	0.2%	52
2025 Q1	$1.77M	Hold	9,301	–	–	0.21%	53
2024 Q4	$1.78M	Sell	9,301 -870	-9%	-$173K	0.21%	54
2024 Q3	$2.01M	Buy	10,171 +63	+0.6%	+$12K	0.25%	52
2024 Q2	$1.84M	Hold	10,108	–	–	0.25%	52
2024 Q1	$1.89M	Hold	10,108	–	–	0.26%	55
2023 Q4	$1.76M	Hold	10,108	–	–	0.27%	58
2023 Q3	$1.56M	Sell	10,108 -20	-0.2%	-$3.23K	0.27%	58
2023 Q2	$1.63M	Hold	10,128	–	–	0.28%	54
2023 Q1	$1.54M	Hold	10,128	–	–	0.29%	57
2022 Q4	$1.47M	Hold	10,128	–	–	0.29%	57
2022 Q3	$1.3M	Sell	10,128 -813	-7%	-$115K	0.29%	51
2022 Q2	$1.5M	Hold	10,941	–	–	0.33%	48
2022 Q1	$1.7M	Hold	10,941	–	–	0.33%	44
2021 Q4	$1.71M	Hold	10,941	–	–	0.34%	42
2021 Q3	$1.59M	Buy	10,941 +106	+1%	+$15.8K	0.35%	43
2021 Q2	$1.6M	Hold	10,835	–	–	0.37%	43
2021 Q1	$1.53M	Sell	10,835 -90	-0.8%	-$12.1K	0.41%	41
2020 Q4	$1.4M	Hold	10,925	–	–	0.44%	42
2020 Q3	$1.23M	Hold	10,925	–	–	0.45%	40
2020 Q2	$1.18M	Buy	10,925 +266	+2%	+$28.2K	0.44%	41
2020 Q1	$1.03M	Buy	10,659 +1,170	+12%	+$139K	0.45%	39
2019 Q4	$1.23M	Hold	9,489	–	–	0.45%	32
2019 Q3	$1.13M	Hold	9,489	–	–	0.44%	33
2019 Q2	$1.11M	Hold	9,489	–	–	0.46%	33
2019 Q1	$1.07M	Hold	9,489	–	–	0.51%	32
2018 Q4	$960K	Hold	9,489	–	–	0.52%	34
2018 Q3	$1.1M	Sell	9,489 -19	-0.2%	-$2.18K	0.54%	31
2018 Q2	$1.05M	Sell	9,508 -404	-4%	-$44.8K	0.59%	29
2018 Q1	$1.08M	Hold	9,912	–	–	0.65%	27
2017 Q4	$1.13M	Hold	9,912	–	–	0.73%	26
2017 Q3	$1.07M	Buy	+9,912	New	+$1.05M	0.75%	26
2017 Q1	$1.02M	Sell	9,829 -222	-2%	-$23.1K	0.87%	26
2016 Q4	$1.03M	Buy	+10,051	New	+$981K	0.96%	27

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

HFBOT

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

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

Kohmann Bosshard Financial Services held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 9,199 shares worth $2.09M. The position accounts for 0.18% of the portfolio, ranked #54.

Kohmann Bosshard Financial Services first reported a position in IVE in Q4 2016 and has held it in 38 quarters since. 671 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Kohmann Bosshard Financial Services held 9,199 shares of iShares S&P 500 Value ETF worth $2.09M as of Q2 2026.
Kohmann Bosshard Financial Services left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.18% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #54 holding.
Kohmann Bosshard Financial Services first reported a position in iShares S&P 500 Value ETF in Q4 2016 and has held it in 38 quarters since.
671 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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