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

B.O.S.S. Retirement Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-874	Closed	-$212K	–	188
2025 Q3	$212K	Sell	874 -488	-36%	-$112K	0.05%	185
2025 Q2	$294K	Sell	1,362 -683	-33%	-$137K	0.07%	151
2025 Q1	$408K	Buy	2,045 +495	+32%	+$107K	0.12%	113
2024 Q4	$342K	Buy	+1,550	New	+$353K	0.1%	131
2024 Q1	–	Sell	-2,401	Closed	-$482K	–	184
2023 Q4	$482K	Sell	2,401 -20,136	-89%	-$3.61M	0.09%	185
2023 Q3	$3.98M	Buy	22,537 +183	+0.8%	+$34.4K	0.86%	20
2023 Q2	$4.19M	Buy	22,354 +1,011	+5%	+$180K	0.89%	19
2023 Q1	$3.81M	Buy	21,343 +724	+4%	+$133K	0.89%	19
2022 Q4	$3.6M	Buy	+20,619	New	+$3.67M	0.92%	18

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IWM Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 874 shares — an estimated $212K sold.

B.O.S.S. Retirement Advisors first reported a position in IWM in Q4 2022 and held it in 9 quarters. The position peaked at $4.19M in Q2 2023. 2,597 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

B.O.S.S. Retirement Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 874 iShares Russell 2000 ETF shares in Q4 2025, an estimated $212K.
B.O.S.S. Retirement Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 9 quarters.
B.O.S.S. Retirement Advisors's iShares Russell 2000 ETF position peaked at $4.19M in Q2 2023.
2,597 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.