B.O.S.S. Retirement Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
11,106
-1,208
| -10% | -$168K | 0.39% | 54 |
|
|
2025
Q1 | $1.45M | Sell |
12,314
-2,516
| -17% | -$296K | 0.42% | 52 |
|
|
2024
Q4 | $1.88M | Buy |
+14,830
| New | +$1.88M | 0.53% | 40 |
|
|
2024
Q1 | – | Sell |
-14,051
| Closed | -$1.47M | – | 185 |
|
|
2023
Q4 | $1.47M | Buy |
14,051
+6,546
| +87% | +$684K | 0.28% | 122 |
|
|
2023
Q3 | $686K | Sell |
7,505
-1,578
| -17% | -$144K | 0.15% | 171 |
|
|
2023
Q2 | $878K | Buy |
9,083
+299
| +3% | +$28.9K | 0.19% | 164 |
|
|
2023
Q1 | $800K | Buy |
8,784
+579
| +7% | +$52.7K | 0.19% | 154 |
|
|
2022
Q4 | $686K | Buy |
+8,205
| New | +$686K | 0.18% | 155 |
|