Kohmann Bosshard Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.6M | Buy |
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|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.32M | Hold |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.34M | Hold |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $743K | Sell |
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|
2023
Q2 | $822K | Buy |
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|
2023
Q1 | $520K | Hold |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $390K | Hold |
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|
2022
Q1 | $471K | Hold |
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|
2021
Q4 | $501K | Hold |
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|
2021
Q3 | $472K | Hold |
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|
2021
Q2 | $478K | Hold |
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|
2021
Q1 | $446K | Hold |
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|
2020
Q4 | $413K | Hold |
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|
2020
Q3 | $346K | Hold |
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|
2020
Q2 | $324K | Hold |
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|
2020
Q1 | $260K | Buy |
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