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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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