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
2026 Q2	$3.96M	Hold	28,825	–	–	0.34%	34
2026 Q1	$3.26M	Sell	28,825 -342	-1%	-$41.1K	0.32%	34
2025 Q4	$3.6M	Hold	29,167	–	–	0.32%	37
2025 Q3	$3.52M	Hold	29,167	–	–	0.36%	36
2025 Q2	$3.21M	Hold	29,167	–	–	0.36%	36
2025 Q1	$2.71M	Hold	29,167	–	–	0.32%	36
2024 Q4	$2.96M	Sell	29,167 -5,400	-16%	-$539K	0.36%	36
2024 Q3	$3.31M	Buy	34,567 +95	+0.3%	+$8.77K	0.41%	35
2024 Q2	$3.19M	Hold	34,472	–	–	0.43%	35
2024 Q1	$2.91M	Hold	34,472	–	–	0.41%	40
2023 Q4	$2.59M	Hold	34,472	–	–	0.39%	42
2023 Q3	$2.36M	Hold	34,472	–	–	0.41%	40
2023 Q2	$2.43M	Hold	34,472	–	–	0.42%	40
2023 Q1	$2.2M	Hold	34,472	–	–	0.41%	39
2022 Q4	$2.02M	Hold	34,472	–	–	0.4%	42
2022 Q3	$1.99M	Sell	34,472 -2,980	-8%	-$194K	0.44%	40
2022 Q2	$2.26M	Hold	37,452	–	–	0.5%	39
2022 Q1	$2.86M	Hold	37,452	–	–	0.56%	36
2021 Q4	$3.13M	Hold	37,452	–	–	0.63%	34
2021 Q3	$2.77M	Buy	37,452 +276	+0.7%	+$21K	0.61%	33
2021 Q2	$2.7M	Hold	37,176	–	–	0.62%	33
2021 Q1	$2.42M	Hold	37,176	–	–	0.65%	29
2020 Q4	$2.37M	Hold	37,176	–	–	0.74%	27
2020 Q3	$2.15M	Hold	37,176	–	–	0.78%	27
2020 Q2	$1.93M	Buy	37,176 +1,056	+3%	+$50.6K	0.72%	27
2020 Q1	$1.49M	Hold	36,120	–	–	0.66%	30
2019 Q4	$1.75M	Hold	36,120	–	–	0.64%	26
2019 Q3	$1.63M	Hold	36,120	–	–	0.64%	25
2019 Q2	$1.62M	Hold	36,120	–	–	0.68%	25
2019 Q1	$1.56M	Hold	36,120	–	–	0.74%	25
2018 Q4	$1.36M	Hold	36,120	–	–	0.74%	25
2018 Q3	$1.6M	Hold	36,120	–	–	0.79%	25
2018 Q2	$1.47M	Sell	36,120 -988	-3%	-$39.7K	0.83%	24
2018 Q1	$1.44M	Hold	37,108	–	–	0.86%	22
2017 Q4	$1.42M	Hold	37,108	–	–	0.91%	22
2017 Q3	$1.33M	Buy	+37,108	New	+$1.31M	0.94%	22
2017 Q1	$1.22M	Sell	36,956 -692	-2%	-$22.2K	1.03%	24
2016 Q4	$1.19M	Buy	+37,648	New	+$1.14M	1.11%	24

Other funds holding IVW

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

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

CCWA

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

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

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Kohmann Bosshard Financial Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 28,825 shares worth $3.96M. The position accounts for 0.34% of the portfolio, ranked #34.

Kohmann Bosshard Financial Services first reported a position in IVW in Q4 2016 and has held it in 38 quarters since. 788 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Kohmann Bosshard Financial Services held 28,825 shares of iShares S&P 500 Growth ETF worth $3.96M as of Q2 2026.
Kohmann Bosshard Financial Services left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.34% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #34 holding.
Kohmann Bosshard Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 38 quarters since.
788 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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