Kohmann Bosshard Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.71M	Sell	6,288 -29	-0.5%	-$21.1K	0.4%	29
2026 Q1	$4.13M	Hold	6,317	–	–	0.4%	30
2025 Q4	$4.33M	Sell	6,317 -38	-0.6%	-$25.8K	0.39%	33
2025 Q3	$4.25M	Buy	6,355 +1,406	+28%	+$906K	0.44%	33
2025 Q2	$3.07M	Hold	4,949	–	–	0.34%	37
2025 Q1	$2.78M	Hold	4,949	–	–	0.33%	35
2024 Q4	$2.91M	Buy	4,949 +143	+3%	+$84.6K	0.35%	37
2024 Q3	$2.77M	Hold	4,806	–	–	0.34%	37
2024 Q2	$2.63M	Buy	4,806 +85	+2%	+$44.7K	0.35%	39
2024 Q1	$2.48M	Buy	4,721 +252	+6%	+$126K	0.35%	44
2023 Q4	$2.13M	Buy	4,469 +140	+3%	+$62.7K	0.33%	48
2023 Q3	$1.86M	Sell	4,329 -78	-2%	-$34.9K	0.32%	45
2023 Q2	$1.96M	Buy	4,407 +310	+8%	+$131K	0.34%	47
2023 Q1	$1.68M	Hold	4,097	–	–	0.32%	53
2022 Q4	$1.57M	Hold	4,097	–	–	0.31%	54
2022 Q3	$1.47M	Sell	4,097 -1,462	-26%	-$584K	0.33%	50
2022 Q2	$2.11M	Buy	5,559 +1,440	+35%	+$592K	0.47%	40
2022 Q1	$1.87M	Hold	4,119	–	–	0.37%	41
2021 Q4	$1.97M	Hold	4,119	–	–	0.39%	39
2021 Q3	$1.77M	Buy	4,119 +67	+2%	+$29.7K	0.39%	40
2021 Q2	$1.74M	Sell	4,052 -120	-3%	-$50.3K	0.4%	39
2021 Q1	$1.66M	Sell	4,172 -958	-19%	-$371K	0.45%	38
2020 Q4	$1.93M	Sell	5,130 -61	-1%	-$21.7K	0.6%	31
2020 Q3	$1.75M	Buy	5,191 +1	+0%	+$333	0.63%	30
2020 Q2	$1.61M	Buy	5,190 +83	+2%	+$24.4K	0.6%	33
2020 Q1	$1.32M	Sell	5,107 -471	-8%	-$144K	0.58%	32
2019 Q4	$1.8M	Buy	5,578 +787	+16%	+$244K	0.66%	25
2019 Q3	$1.43M	Buy	4,791 +1,166	+32%	+$347K	0.56%	28
2019 Q2	$1.07M	Hold	3,625	–	–	0.45%	34
2019 Q1	$1.03M	Hold	3,625	–	–	0.49%	34
2018 Q4	$912K	Hold	3,625	–	–	0.49%	37
2018 Q3	$1.06M	Hold	3,625	–	–	0.52%	32
2018 Q2	$990K	Hold	3,625	–	–	0.56%	30
2018 Q1	$962K	Hold	3,625	–	–	0.57%	30
2017 Q4	$975K	Hold	3,625	–	–	0.63%	30
2017 Q3	$917K	Buy	+3,625	New	+$900K	0.64%	31
2017 Q1	$863K	Hold	3,639	–	–	0.73%	30
2016 Q4	$840K	Buy	+3,639	New	+$800K	0.78%	30

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

PAS

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

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

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

Kohmann Bosshard Financial Services reduced its iShares Core S&P 500 ETF (IVV) stake by 0.46% in Q2 2026, selling an estimated $21.1K and leaving 6,288 shares worth $4.71M. The position accounts for 0.4% of the portfolio, ranked #29.

Kohmann Bosshard Financial Services first reported a position in IVV in Q4 2016 and has held it in 38 quarters since. 1,598 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Kohmann Bosshard Financial Services held 6,288 shares of iShares Core S&P 500 ETF worth $4.71M as of Q2 2026.
Kohmann Bosshard Financial Services sold 29 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $21.1K.
iShares Core S&P 500 ETF made up 0.4% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #29 holding.
Kohmann Bosshard Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 38 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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