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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-200	Closed	-$28.2K	–	409
2025 Q4	$28.2K	Buy	+200	New	+$28K	﹤0.01%	653
2025 Q1	–	Sell	-200	Closed	-$25.9K	–	537
2024 Q4	$25.9K	Buy	+200	New	+$26.8K	﹤0.01%	408

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Kohmann Bosshard Financial Services's IWS Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 200 shares — an estimated $28.2K sold.

Kohmann Bosshard Financial Services first reported a position in IWS in Q4 2024 and held it in 2 quarters. The position peaked at $28.2K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 200 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $28.2K.
Kohmann Bosshard Financial Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and held it in 2 quarters.
Kohmann Bosshard Financial Services's iShares Russell Mid-Cap Value ETF position peaked at $28.2K in Q4 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.