Kohmann Bosshard Financial Services’s iShares Micro-Cap ETF IWC Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-250	Closed	-$39.4K	–	406
2025 Q4	$39.4K	Buy	+250	New	+$38.9K	﹤0.01%	590
2025 Q1	–	Sell	-1,075	Closed	-$140K	–	531
2024 Q4	$140K	Buy	+1,075	New	+$140K	0.02%	216
2022 Q2	–	Sell	-1,659	Closed	-$214K	–	144
2022 Q1	$214K	Hold	1,659	–	–	0.04%	125
2021 Q4	$232K	Hold	1,659	–	–	0.05%	102
2021 Q3	$239K	Hold	1,659	–	–	0.05%	98
2021 Q2	$253K	Hold	1,659	–	–	0.06%	93
2021 Q1	$244K	Buy	+1,659	New	+$237K	0.07%	92
2020 Q3	–	Sell	-2,484	Closed	-$217K	–	112
2020 Q2	$217K	Hold	2,484	–	–	0.08%	86
2020 Q1	$167K	Hold	2,484	–	–	0.07%	88
2019 Q4	$247K	Hold	2,484	–	–	0.09%	72
2019 Q3	$219K	Hold	2,484	–	–	0.09%	76
2019 Q2	$231K	Hold	2,484	–	–	0.1%	75
2019 Q1	$230K	Hold	2,484	–	–	0.11%	69
2018 Q4	$205K	Sell	2,484 -31	-1%	-$2.88K	0.11%	68
2018 Q3	$267K	Buy	2,515 +640	+34%	+$68.6K	0.13%	58
2018 Q2	$198K	Hold	1,875	–	–	0.11%	66
2018 Q1	$180K	Hold	1,875	–	–	0.11%	68
2017 Q4	$179K	Hold	1,875	–	–	0.11%	68
2017 Q3	$177K	Buy	+1,875	New	+$165K	0.12%	67
2017 Q1	$161K	Buy	+1,875	New	+$159K	0.14%	65

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Kohmann Bosshard Financial Services's IWC Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares Micro-Cap ETF (IWC) in Q1 2026, closing a stake of 250 shares — an estimated $39.4K sold.

Kohmann Bosshard Financial Services first reported a position in IWC in Q1 2017 and held it in 20 quarters. The position peaked at $267K in Q3 2018. 268 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining iShares Micro-Cap ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 250 iShares Micro-Cap ETF shares in Q1 2026, an estimated $39.4K.
Kohmann Bosshard Financial Services first reported a position in iShares Micro-Cap ETF in Q1 2017 and held it in 20 quarters.
Kohmann Bosshard Financial Services's iShares Micro-Cap ETF position peaked at $267K in Q3 2018.
268 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.