Kohmann Bosshard Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.52M	Hold
2025 Q2	$3.21M	Hold
2025 Q1	$2.71M	Hold
2024 Q4	$2.96M	Sell
2024 Q3	$3.31M	Buy
2024 Q2	$3.19M	Hold
2024 Q1	$2.91M	Hold
2023 Q4	$2.59M	Hold
2023 Q3	$2.36M	Hold
2023 Q2	$2.43M	Hold
2023 Q1	$2.2M	Hold
2022 Q4	$2.02M	Hold
2022 Q3	$1.99M	Sell
2022 Q2	$2.26M	Hold
2022 Q1	$2.86M	Hold
2021 Q4	$3.13M	Hold
2021 Q3	$2.77M	Buy
2021 Q2	$2.7M	Hold
2021 Q1	$2.42M	Hold
2020 Q4	$2.37M	Hold
2020 Q3	$2.15M	Hold
2020 Q2	$1.93M	Buy
2020 Q1	$1.49M	Hold
2019 Q4	$1.75M	Hold
2019 Q3	$1.63M	Hold
2019 Q2	$1.62M	Hold
2019 Q1	$1.56M	Hold
2018 Q4	$1.36M	Hold
2018 Q3	$1.6M	Hold
2018 Q2	$1.47M	Sell
2018 Q1	$1.44M	Hold
2017 Q4	$1.42M	Hold
2017 Q3	$1.33M	Buy
2017 Q1	$1.22M	Sell
2016 Q4	$1.19M	Buy