Kohmann Bosshard Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
2,175
-6
| -0.3% | -$1.3K | 0.05% | 119 |
|
|
2025
Q1 | $435K | Hold |
2,181
| – | – | 0.05% | 130 |
|
|
2024
Q4 | $482K | Buy |
2,181
+133
| +6% | +$29.4K | 0.06% | 114 |
|
|
2024
Q3 | $452K | Sell |
2,048
-78
| -4% | -$17.2K | 0.06% | 122 |
|
|
2024
Q2 | $431K | Buy |
2,126
+43
| +2% | +$8.72K | 0.06% | 118 |
|
|
2024
Q1 | $438K | Buy |
2,083
+112
| +6% | +$23.6K | 0.06% | 119 |
|
|
2023
Q4 | $396K | Sell |
1,971
-138
| -7% | -$27.7K | 0.06% | 121 |
|
|
2023
Q3 | $373K | Sell |
2,109
-92
| -4% | -$16.3K | 0.06% | 119 |
|
|
2023
Q2 | $412K | Buy |
2,201
+127
| +6% | +$23.8K | 0.07% | 110 |
|
|
2023
Q1 | $370K | Buy |
2,074
+341
| +20% | +$60.8K | 0.07% | 104 |
|
|
2022
Q4 | $302K | Buy |
1,733
+208
| +14% | +$36.3K | 0.06% | 113 |
|
|
2022
Q3 | $252K | Sell |
1,525
-105
| -6% | -$17.4K | 0.06% | 110 |
|
|
2022
Q2 | $276K | Sell |
1,630
-38
| -2% | -$6.43K | 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% | +$31.3K | 0.08% | 78 |
|
|
2021
Q2 | $350K | Hold |
1,525
| – | – | 0.08% | 79 |
|
|
2021
Q1 | $337K | Sell |
1,525
-278
| -15% | -$61.4K | 0.09% | 78 |
|
|
2020
Q4 | $353K | Buy |
1,803
+208
| +13% | +$40.7K | 0.11% | 75 |
|
|
2020
Q3 | $239K | Buy |
1,595
+278
| +21% | +$41.7K | 0.09% | 89 |
|
|
2020
Q2 | $189K | Sell |
1,317
-400
| -23% | -$57.4K | 0.07% | 94 |
|
|
2020
Q1 | $197K | Buy |
1,717
+765
| +80% | +$87.8K | 0.09% | 79 |
|
|
2019
Q4 | $158K | Hold |
952
| – | – | 0.06% | 89 |
|
|
2019
Q3 | $144K | Buy |
952
+232
| +32% | +$35.1K | 0.06% | 90 |
|
|
2019
Q2 | $112K | Hold |
720
| – | – | 0.05% | 108 |
|
|
2019
Q1 | $110K | Buy |
+720
| New | +$110K | 0.05% | 97 |
|
|
2018
Q4 | – | Sell |
-720
| Closed | -$121K | – | 105 |
|
|
2018
Q3 | $121K | Hold |
720
| – | – | 0.06% | 88 |
|
|
2018
Q2 | $118K | Buy |
+720
| New | +$118K | 0.07% | 86 |
|