Kohmann Bosshard Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
14,163
-1,295
| -8% | -$119K | 0.15% | 62 |
|
|
2025
Q1 | $1.32M | Hold |
15,458
| – | – | 0.16% | 64 |
|
|
2024
Q4 | $1.37M | Buy |
15,458
+310
| +2% | +$27.4K | 0.16% | 65 |
|
|
2024
Q3 | $1.34M | Hold |
15,148
| – | – | 0.17% | 65 |
|
|
2024
Q2 | $1.23M | Buy |
15,148
+151
| +1% | +$12.2K | 0.17% | 67 |
|
|
2024
Q1 | $1.26M | Buy |
14,997
+1,582
| +12% | +$133K | 0.18% | 71 |
|
|
2023
Q4 | $1.04M | Buy |
13,415
+2,690
| +25% | +$209K | 0.16% | 76 |
|
|
2023
Q3 | $743K | Sell |
10,725
-536
| -5% | -$37.1K | 0.13% | 78 |
|
|
2023
Q2 | $822K | Buy |
11,261
+3,825
| +51% | +$279K | 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 | +$260K | 0.11% | 70 |
|