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

Bought

Maintained

Sold

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