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Kohmann Bosshard Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$813K Buy
2,707
+7
+0.3% +$1.97K 0.07% 97
2026
Q1 		$670K Sell
2,700
-89
-3% -$23K 0.07% 103
2025
Q4 		$687K Sell
2,789
-113
-4% -$27.8K 0.06% 129
2025
Q3 		$702K Buy
2,902
+727
+33% +$167K 0.07% 111
2025
Q2 		$469K Sell
2,175
-6
-0.3% -$1.21K 0.05% 119
2025
Q1 		$435K Hold
2,181
– – 0.05% 130
2024
Q4 		$482K Buy
2,181
+133
+6% +$30.3K 0.06% 114
2024
Q3 		$452K Sell
2,048
-78
-4% -$16.7K 0.06% 122
2024
Q2 		$431K Buy
2,126
+43
+2% +$8.69K 0.06% 118
2024
Q1 		$438K Buy
2,083
+112
+6% +$22.3K 0.06% 119
2023
Q4 		$396K Sell
1,971
-138
-7% -$24.7K 0.06% 121
2023
Q3 		$373K Sell
2,109
-92
-4% -$17.3K 0.06% 119
2023
Q2 		$412K Buy
2,201
+127
+6% +$22.6K 0.07% 110
2023
Q1 		$370K Buy
2,074
+341
+20% +$62.8K 0.07% 104
2022
Q4 		$302K Buy
1,733
+208
+14% +$37K 0.06% 113
2022
Q3 		$252K Sell
1,525
-105
-6% -$19.2K 0.06% 110
2022
Q2 		$276K Sell
1,630
-38
-2% -$7K 0.06% 105
2022
Q1 		$342K Hold
1,668
– – 0.07% 95
2021
Q4 		$371K Hold
1,668
– – 0.07% 80
2021
Q3 		$365K Buy
1,668
+143
+9% +$31.7K 0.08% 78
2021
Q2 		$350K Hold
1,525
– – 0.08% 79
2021
Q1 		$337K Sell
1,525
-278
-15% -$60.7K 0.09% 78
2020
Q4 		$353K Buy
1,803
+208
+13% +$36.4K 0.11% 75
2020
Q3 		$239K Buy
1,595
+278
+21% +$41.8K 0.09% 89
2020
Q2 		$189K Sell
1,317
-400
-23% -$52.5K 0.07% 94
2020
Q1 		$197K Buy
1,717
+765
+80% +$114K 0.09% 79
2019
Q4 		$158K Hold
952
– – 0.06% 89
2019
Q3 		$144K Buy
952
+232
+32% +$35.4K 0.06% 90
2019
Q2 		$112K Hold
720
– – 0.05% 108
2019
Q1 		$110K Buy
+720
New +$108K 0.05% 97
2018
Q4 		– Sell
-720
Closed -$121K – 105
2018
Q3 		$121K Hold
720
– – 0.06% 88
2018
Q2 		$118K Buy
+720
New +$115K 0.07% 86

Other funds holding IWM

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its iShares Russell 2000 ETF (IWM) stake by 0.26% in Q2 2026, buying an estimated $1.97K and bringing the position to 2,707 shares worth $813K. The position accounts for 0.07% of the portfolio, ranked #97.

Kohmann Bosshard Financial Services first reported a position in IWM in Q2 2018 and has held it in 32 quarters since. 967 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Kohmann Bosshard Financial Services held 2,707 shares of iShares Russell 2000 ETF worth $813K as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 7 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.97K.
  • iShares Russell 2000 ETF made up 0.07% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #97 holding.
  • Kohmann Bosshard Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 32 quarters since.
  • 967 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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