B.O.S.S. Retirement Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,869
| Closed | -$751K | – | 181 |
|
2024
Q4 | $751K | Buy |
+1,869
| New | +$751K | 0.21% | 96 |
|
2024
Q1 | – | Sell |
-1,172
| Closed | -$355K | – | 183 |
|
2023
Q4 | $355K | Buy |
+1,172
| New | +$355K | 0.07% | 197 |
|
2023
Q3 | – | Sell |
-1,172
| Closed | -$323K | – | 242 |
|
2023
Q2 | $323K | Buy |
1,172
+332
| +40% | +$91.4K | 0.07% | 195 |
|
2023
Q1 | $205K | Buy |
+840
| New | +$205K | 0.05% | 223 |
|