Kohmann Bosshard Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Hold |
2,204
| – | – | 0.08% | 96 |
|
|
2025
Q1 | $676K | Hold |
2,204
| – | – | 0.08% | 103 |
|
|
2024
Q4 | $710K | Hold |
2,204
| – | – | 0.09% | 95 |
|
|
2024
Q3 | $693K | Buy |
2,204
+1
| +0% | +$314 | 0.09% | 96 |
|
|
2024
Q2 | $656K | Hold |
2,203
| – | – | 0.09% | 95 |
|
|
2024
Q1 | $635K | Hold |
2,203
| – | – | 0.09% | 98 |
|
|
2023
Q4 | $578K | Buy |
2,203
+93
| +4% | +$24.4K | 0.09% | 98 |
|
|
2023
Q3 | $496K | Hold |
2,110
| – | – | 0.09% | 101 |
|
|
2023
Q2 | $514K | Hold |
2,110
| – | – | 0.09% | 98 |
|
|
2023
Q1 | $475K | Hold |
2,110
| – | – | 0.09% | 91 |
|
|
2022
Q4 | $444K | Hold |
2,110
| – | – | 0.09% | 91 |
|
|
2022
Q3 | $416K | Hold |
2,110
| – | – | 0.09% | 82 |
|
|
2022
Q2 | $438K | Hold |
2,110
| – | – | 0.1% | 82 |
|
|
2022
Q1 | $528K | Hold |
2,110
| – | – | 0.1% | 74 |
|
|
2021
Q4 | $558K | Hold |
2,110
| – | – | 0.11% | 67 |
|
|
2021
Q3 | $510K | Hold |
2,110
| – | – | 0.11% | 65 |
|
|
2021
Q2 | $511K | Hold |
2,110
| – | – | 0.12% | 64 |
|
|
2021
Q1 | $472K | Hold |
2,110
| – | – | 0.13% | 66 |
|
|
2020
Q4 | $447K | Hold |
2,110
| – | – | 0.14% | 65 |
|
|
2020
Q3 | $395K | Hold |
2,110
| – | – | 0.14% | 63 |
|
|
2020
Q2 | $363K | Hold |
2,110
| – | – | 0.13% | 67 |
|
|
2020
Q1 | $299K | Buy |
+2,110
| New | +$299K | 0.13% | 64 |
|