B.O.S.S. Retirement Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
2025
Q1
$408K Buy
2024
Q4
$342K Buy
2024
Q1
Sell
2023
Q4
$482K Sell
2023
Q3
$3.98M Buy
2023
Q2
$4.19M Buy
2023
Q1
$3.81M Buy
2022
Q4
$3.6M Buy