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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,557	Closed	-$1.01M	–	248
2024 Q3	$1.01M	Buy	3,557 +759	+27%	+$208K	0.2%	121
2024 Q2	$735K	Buy	2,798 +1,217	+77%	+$316K	0.19%	117
2024 Q1	$399K	Sell	1,581 -137	-8%	-$35K	0.15%	107
2023 Q4	$433K	Buy	1,718 +737	+75%	+$166K	0.08%	188
2023 Q3	$220K	Sell	981 -7	-0.7%	-$1.68K	0.05%	225
2023 Q2	$240K	Buy	988 +52	+6%	+$11.9K	0.05%	221
2023 Q1	$212K	Sell	936 -7	-0.7%	-$1.6K	0.05%	219
2022 Q4	$203K	Buy	+943	New	+$207K	0.05%	209

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IWO Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 3,557 shares — an estimated $1.01M sold.

B.O.S.S. Retirement Advisors first reported a position in IWO in Q4 2022 and held it in 8 quarters. The position peaked at $1.01M in Q3 2024. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 3,557 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $1.01M.
B.O.S.S. Retirement Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's iShares Russell 2000 Growth ETF position peaked at $1.01M in Q3 2024.
1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.