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Kohmann Bosshard Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$237K Hold
555
– – 0.02% 204
2026
Q1 		$206K Hold
555
– – 0.02% 199
2025
Q4 		$215K Hold
555
– – 0.02% 277
2025
Q3 		$210K Buy
+555
New +$202K 0.02% 212
2025
Q1 		– Sell
-555
Closed -$186K – 538
2024
Q4 		$186K Buy
+555
New +$187K 0.02% 194
2020
Q1 		– Sell
-555
Closed -$105K – 118
2019
Q4 		$105K Buy
+555
New +$100K 0.04% 110

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

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

Kohmann Bosshard Financial Services held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 555 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #204.

Kohmann Bosshard Financial Services first reported a position in IWV in Q4 2019 and has held it in 6 quarters since. 315 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Kohmann Bosshard Financial Services held 555 shares of iShares Russell 3000 ETF worth $237K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #204 holding.
  • Kohmann Bosshard Financial Services first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 6 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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