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Kohmann Bosshard Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-315
Closed -$52.2K – 412
2025
Q4 		$52.2K Buy
+315
New +$51.8K ﹤0.01% 509
2025
Q1 		– Sell
-315
Closed -$45.1K – 541
2024
Q4 		$45.1K Buy
+315
New +$45.3K 0.01% 346

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kohmann Bosshard Financial Services's IYY Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares Dow Jones US ETF (IYY) in Q1 2026, closing a stake of 315 shares — an estimated $52.2K sold.

Kohmann Bosshard Financial Services first reported a position in IYY in Q4 2024 and held it in 2 quarters. The position peaked at $52.2K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining iShares Dow Jones US ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 315 iShares Dow Jones US ETF shares in Q1 2026, an estimated $52.2K.
  • Kohmann Bosshard Financial Services first reported a position in iShares Dow Jones US ETF in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's iShares Dow Jones US ETF position peaked at $52.2K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.