B.O.S.S. Retirement Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,557
| Closed | -$1.01M | – | 246 |
|
|
2024
Q3 | $1.01M | Buy |
3,557
+759
| +27% | +$216K | 0.2% | 121 |
|
|
2024
Q2 | $735K | Buy |
2,798
+1,217
| +77% | +$320K | 0.19% | 117 |
|
|
2024
Q1 | $399K | Sell |
1,581
-137
| -8% | -$34.6K | 0.15% | 107 |
|
|
2023
Q4 | $433K | Buy |
1,718
+737
| +75% | +$186K | 0.08% | 188 |
|
|
2023
Q3 | $220K | Sell |
981
-7
| -0.7% | -$1.57K | 0.05% | 225 |
|
|
2023
Q2 | $240K | Buy |
988
+52
| +6% | +$12.6K | 0.05% | 221 |
|
|
2023
Q1 | $212K | Sell |
936
-7
| -0.7% | -$1.59K | 0.05% | 219 |
|
|
2022
Q4 | $203K | Buy |
+943
| New | +$203K | 0.05% | 209 |
|