Kohmann Bosshard Financial Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$655K | 0.13% | 66 |
|