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Kohmann Bosshard Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$903K Hold
2,205
– – 0.08% 91
2026
Q1 		$786K Hold
2,205
– – 0.08% 99
2025
Q4 		$823K Hold
2,205
– – 0.07% 117
2025
Q3 		$806K Buy
2,205
+1
+0% +$352 0.08% 105
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% +$303 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% +$22.8K 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 +$357K 0.13% 64

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

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

Kohmann Bosshard Financial Services held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,205 shares worth $903K. The position accounts for 0.08% of the portfolio, ranked #91.

Kohmann Bosshard Financial Services first reported a position in IWB in Q1 2020 and has held it in 26 quarters since. 555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Kohmann Bosshard Financial Services held 2,205 shares of iShares Russell 1000 ETF worth $903K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.08% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #91 holding.
  • Kohmann Bosshard Financial Services first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 26 quarters since.
  • 555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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