BOSSRA
B.O.S.S. Retirement Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
24,048
+3,582
| +18% | +$473K | 0.8% | 30 |
|
|
2025
Q1 | $2.58M | Sell |
20,466
-1,297
| -6% | -$163K | 0.75% | 29 |
|
|
2024
Q4 | $2.81M | Buy |
21,763
+19,697
| +953% | +$2.55M | 0.79% | 27 |
|
|
2024
Q3 | $273K | Buy |
+2,066
| New | +$273K | 0.06% | 181 |
|
|
2024
Q1 | – | Sell |
-20,993
| Closed | -$2.44M | – | 186 |
|
|
2023
Q4 | $2.44M | Sell |
20,993
-489
| -2% | -$56.9K | 0.47% | 62 |
|
|
2023
Q3 | $2.24M | Buy |
21,482
+3,063
| +17% | +$320K | 0.48% | 59 |
|
|
2023
Q2 | $2.02M | Buy |
18,419
+2,411
| +15% | +$265K | 0.43% | 73 |
|
|
2023
Q1 | $1.7M | Buy |
16,008
+922
| +6% | +$97.9K | 0.4% | 102 |
|
|
2022
Q4 | $1.59M | Buy |
+15,086
| New | +$1.59M | 0.41% | 103 |
|