Kohmann Bosshard Financial Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Buy	9,576 +178	+2%	+$18K	0.09%	87
2026 Q1	$871K	Hold	9,398	–	–	0.08%	91
2025 Q4	$863K	Hold	9,398	–	–	0.08%	110
2025 Q3	$826K	Hold	9,398	–	–	0.08%	100
2025 Q2	$791K	Hold	9,398	–	–	0.09%	91
2025 Q1	$772K	Hold	9,398	–	–	0.09%	97
2024 Q4	$743K	Hold	9,398	–	–	0.09%	92
2024 Q3	$764K	Hold	9,398	–	–	0.09%	90
2024 Q2	$703K	Hold	9,398	–	–	0.09%	92
2024 Q1	$717K	Hold	9,398	–	–	0.1%	92
2023 Q4	$659K	Hold	9,398	–	–	0.1%	92
2023 Q3	$614K	Hold	9,398	–	–	0.11%	87
2023 Q2	$634K	Hold	9,398	–	–	0.11%	87
2023 Q1	$612K	Hold	9,398	–	–	0.11%	80
2022 Q4	$611K	Hold	9,398	–	–	0.12%	79
2022 Q3	$542K	Hold	9,398	–	–	0.12%	73
2022 Q2	$581K	Hold	9,398	–	–	0.13%	71
2022 Q1	$655K	Buy	+9,398	New	+$650K	0.13%	66

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

FCBT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its iShares Russell Top 200 Value ETF (IWX) stake by 1.9% in Q2 2026, buying an estimated $18K and bringing the position to 9,576 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #87.

Kohmann Bosshard Financial Services first reported a position in IWX in Q1 2022 and has held it in 18 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Kohmann Bosshard Financial Services held 9,576 shares of iShares Russell Top 200 Value ETF worth $1.01M as of Q2 2026.
Kohmann Bosshard Financial Services bought 178 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $18K.
iShares Russell Top 200 Value ETF made up 0.09% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #87 holding.
Kohmann Bosshard Financial Services first reported a position in iShares Russell Top 200 Value ETF in Q1 2022 and has held it in 18 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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