B.O.S.S. Retirement Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.34M	Buy	12,200 +8,553	+235%	+$942K	0.34%	60
2025 Q1	$339K	Sell	3,647 -24	-0.7%	-$2.23K	0.1%	128
2024 Q4	$373K	Buy	+3,671	New	+$373K	0.1%	125
2024 Q1	–	Sell	-3,654	Closed	-$274K	–	181
2023 Q4	$274K	Buy	+3,654	New	+$274K	0.05%	215