Kohmann Bosshard Financial Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Buy	3,666 +56	+2%	+$15.8K	0.09%	85
2026 Q1	$898K	Hold	3,610	–	–	0.09%	89
2025 Q4	$1,000K	Hold	3,610	–	–	0.09%	100
2025 Q3	$988K	Hold	3,610	–	–	0.1%	89
2025 Q2	$890K	Hold	3,610	–	–	0.1%	86
2025 Q1	$761K	Hold	3,610	–	–	0.09%	98
2024 Q4	$849K	Buy	3,610 +180	+5%	+$41.3K	0.1%	84
2024 Q3	$755K	Hold	3,430	–	–	0.09%	92
2024 Q2	$736K	Hold	3,430	–	–	0.1%	90
2024 Q1	$669K	Hold	3,430	–	–	0.09%	95
2023 Q4	$601K	Hold	3,430	–	–	0.09%	96
2023 Q3	$528K	Hold	3,430	–	–	0.09%	98
2023 Q2	$544K	Hold	3,430	–	–	0.09%	94
2023 Q1	$477K	Hold	3,430	–	–	0.09%	90
2022 Q4	$413K	Hold	3,430	–	–	0.08%	98
2022 Q3	$410K	Hold	3,430	–	–	0.09%	83
2022 Q2	$430K	Hold	3,430	–	–	0.1%	83
2022 Q1	$545K	Buy	+3,430	New	+$535K	0.11%	71

Other funds holding IWY

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.6% in Q2 2026, buying an estimated $15.8K and bringing the position to 3,666 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #85.

Kohmann Bosshard Financial Services first reported a position in IWY in Q1 2022 and has held it in 18 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Kohmann Bosshard Financial Services held 3,666 shares of iShares Russell Top 200 Growth ETF worth $1.07M as of Q2 2026.
Kohmann Bosshard Financial Services bought 56 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $15.8K.
iShares Russell Top 200 Growth ETF made up 0.09% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #85 holding.
Kohmann Bosshard Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 18 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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