Kohmann Bosshard Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81M	Buy	16,376 +34	+0.2%	+$3.58K	0.15%	60
2026 Q1	$1.59M	Sell	16,342 -48	-0.3%	-$4.79K	0.15%	61
2025 Q4	$1.58M	Sell	16,390 -151	-0.9%	-$14.5K	0.14%	68
2025 Q3	$1.6M	Buy	16,541 +2,378	+17%	+$225K	0.16%	63
2025 Q2	$1.3M	Sell	14,163 -1,295	-8%	-$112K	0.15%	62
2025 Q1	$1.32M	Hold	15,458	–	–	0.16%	64
2024 Q4	$1.37M	Buy	15,458 +310	+2%	+$28.1K	0.16%	65
2024 Q3	$1.34M	Hold	15,148	–	–	0.17%	65
2024 Q2	$1.23M	Buy	15,148 +151	+1%	+$12.3K	0.17%	67
2024 Q1	$1.26M	Buy	14,997 +1,582	+12%	+$125K	0.18%	71
2023 Q4	$1.04M	Buy	13,415 +2,690	+25%	+$191K	0.16%	76
2023 Q3	$743K	Sell	10,725 -536	-5%	-$39.1K	0.13%	78
2023 Q2	$822K	Buy	11,261 +3,825	+51%	+$266K	0.14%	78
2023 Q1	$520K	Hold	7,436	–	–	0.1%	87
2022 Q4	$502K	Buy	7,436 +1,404	+23%	+$94.7K	0.1%	86
2022 Q3	$375K	Hold	6,032	–	–	0.08%	90
2022 Q2	$390K	Hold	6,032	–	–	0.09%	92
2022 Q1	$471K	Hold	6,032	–	–	0.09%	82
2021 Q4	$501K	Hold	6,032	–	–	0.1%	72
2021 Q3	$472K	Hold	6,032	–	–	0.1%	70
2021 Q2	$478K	Hold	6,032	–	–	0.11%	67
2021 Q1	$446K	Hold	6,032	–	–	0.12%	67
2020 Q4	$413K	Hold	6,032	–	–	0.13%	66
2020 Q3	$346K	Hold	6,032	–	–	0.13%	71
2020 Q2	$324K	Hold	6,032	–	–	0.12%	72
2020 Q1	$260K	Buy	+6,032	New	+$332K	0.11%	70

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.21% in Q2 2026, buying an estimated $3.58K and bringing the position to 16,376 shares worth $1.81M. The position accounts for 0.15% of the portfolio, ranked #60.

Kohmann Bosshard Financial Services first reported a position in IWR in Q1 2020 and has held it in 26 quarters since. 604 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Kohmann Bosshard Financial Services held 16,376 shares of iShares Russell Mid-Cap ETF worth $1.81M as of Q2 2026.
Kohmann Bosshard Financial Services bought 34 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.58K.
iShares Russell Mid-Cap ETF made up 0.15% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #60 holding.
Kohmann Bosshard Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
604 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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