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

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	–	532
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