BOSSRA
B.O.S.S. Retirement Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Sell |
8,607
-431
| -5% | -$268K | 1.34% | 17 |
|
|
2025
Q1 | $5.08M | Sell |
9,038
-137
| -1% | -$77K | 1.47% | 15 |
|
|
2024
Q4 | $5.4M | Buy |
9,175
+7,226
| +371% | +$4.25M | 1.51% | 15 |
|
|
2024
Q3 | $1.12M | Buy |
1,949
+24
| +1% | +$13.8K | 0.23% | 116 |
|
|
2024
Q2 | $1.05M | Buy |
+1,925
| New | +$1.05M | 0.27% | 99 |
|
|
2024
Q1 | – | Sell |
-27,593
| Closed | -$13.2M | – | 180 |
|
|
2023
Q4 | $13.2M | Sell |
27,593
-797
| -3% | -$381K | 2.55% | 6 |
|
|
2023
Q3 | $12.2M | Buy |
28,390
+322
| +1% | +$138K | 2.62% | 5 |
|
|
2023
Q2 | $12.5M | Buy |
28,068
+176
| +0.6% | +$78.4K | 2.66% | 4 |
|
|
2023
Q1 | $11.5M | Buy |
27,892
+456
| +2% | +$187K | 2.69% | 4 |
|
|
2022
Q4 | $10.5M | Buy |
+27,436
| New | +$10.5M | 2.7% | 4 |
|