BOSSRA
B.O.S.S. Retirement Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
1,362
-683
| -33% | -$147K | 0.07% | 151 |
|
|
2025
Q1 | $408K | Buy |
2,045
+495
| +32% | +$98.7K | 0.12% | 113 |
|
|
2024
Q4 | $342K | Buy |
+1,550
| New | +$342K | 0.1% | 131 |
|
|
2024
Q1 | – | Sell |
-2,401
| Closed | -$482K | – | 184 |
|
|
2023
Q4 | $482K | Sell |
2,401
-20,136
| -89% | -$4.04M | 0.09% | 185 |
|
|
2023
Q3 | $3.98M | Buy |
22,537
+183
| +0.8% | +$32.3K | 0.86% | 20 |
|
|
2023
Q2 | $4.19M | Buy |
22,354
+1,011
| +5% | +$189K | 0.89% | 19 |
|
|
2023
Q1 | $3.81M | Buy |
21,343
+724
| +4% | +$129K | 0.89% | 19 |
|
|
2022
Q4 | $3.6M | Buy |
+20,619
| New | +$3.6M | 0.92% | 18 |
|