Kohmann Bosshard Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Hold |
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|
2025
Q1 | $2.78M | Hold |
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|
2024
Q4 | $2.91M | Buy |
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|
2024
Q3 | $2.77M | Hold |
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|
2024
Q2 | $2.63M | Buy |
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|
2024
Q1 | $2.48M | Buy |
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|
2023
Q4 | $2.13M | Buy |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.68M | Hold |
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|
2022
Q4 | $1.57M | Hold |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $1.87M | Hold |
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|
2021
Q4 | $1.97M | Hold |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.66M | Sell |
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|
2020
Q4 | $1.93M | Sell |
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|
2020
Q3 | $1.75M | Buy |
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|
2020
Q2 | $1.61M | Buy |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $1.8M | Buy |
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|
2019
Q3 | $1.43M | Buy |
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|
2019
Q2 | $1.07M | Hold |
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|
2019
Q1 | $1.03M | Hold |
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|
2018
Q4 | $912K | Hold |
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|
2018
Q3 | $1.06M | Hold |
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|
2018
Q2 | $990K | Hold |
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|
2018
Q1 | $962K | Hold |
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|
2017
Q4 | $975K | Hold |
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|
2017
Q3 | $917K | Buy |
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|
2017
Q1 | $863K | Hold |
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|
2016
Q4 | $840K | Buy |
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