Kohmann Bosshard Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Hold |
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|
2025
Q1 | $676K | Hold |
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|
2024
Q4 | $710K | Hold |
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|
2024
Q3 | $693K | Buy |
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|
2024
Q2 | $656K | Hold |
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|
2024
Q1 | $635K | Hold |
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|
2023
Q4 | $578K | Buy |
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|
2023
Q3 | $496K | Hold |
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|
2023
Q2 | $514K | Hold |
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|
2023
Q1 | $475K | Hold |
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|
2022
Q4 | $444K | Hold |
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|
2022
Q3 | $416K | Hold |
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|
2022
Q2 | $438K | Hold |
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|
2022
Q1 | $528K | Hold |
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|
2021
Q4 | $558K | Hold |
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|
2021
Q3 | $510K | Hold |
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|
2021
Q2 | $511K | Hold |
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|
2021
Q1 | $472K | Hold |
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|
2020
Q4 | $447K | Hold |
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|
2020
Q3 | $395K | Hold |
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|
2020
Q2 | $363K | Hold |
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|
2020
Q1 | $299K | Buy |
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