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

Kohmann Bosshard Financial Services’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$304K Buy
1,254
+27
+2% +$6.29K 0.03% 177
2026
Q1 		$262K Buy
1,227
+1
+0.1% +$219 0.03% 168
2025
Q4 		$258K Buy
+1,226
New +$253K 0.02% 237
2025
Q1 		– Sell
-593
Closed -$110K – 532
2024
Q4 		$110K Buy
+593
New +$114K 0.01% 245

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q2 2026, buying an estimated $6.29K and bringing the position to 1,254 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #177.

Kohmann Bosshard Financial Services first reported a position in IWD in Q4 2024 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Kohmann Bosshard Financial Services held 1,254 shares of iShares Russell 1000 Value ETF worth $304K as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 27 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $6.29K.
  • iShares Russell 1000 Value ETF made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #177 holding.
  • Kohmann Bosshard Financial Services first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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