Kohmann Bosshard Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$548K | 0.36% | 36 |
|
|
2024
Q3 | $3.31M | Buy |
34,567
+95
| +0.3% | +$9.1K | 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% | -$172K | 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% | +$20.4K | 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% | +$54.8K | 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% | -$40.2K | 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 | +$1.33M | 0.94% | 22 |
|
|
2017
Q1 | $1.22M | Sell |
36,956
-692
| -2% | -$22.8K | 1.03% | 24 |
|
|
2016
Q4 | $1.19M | Buy |
+37,648
| New | +$1.19M | 1.11% | 24 |
|