B.O.S.S. Retirement Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.77M	Sell	19,054 -2,773	-13%	-$264K	0.54%	45
2025 Q4	$2.01M	Sell	21,827 -39,916	-65%	-$3.58M	0.63%	38
2025 Q3	$5.43M	Sell	61,743 -6,332	-9%	-$543K	1.3%	14
2025 Q2	$5.73M	Sell	68,075 -2,484	-4%	-$200K	1.44%	16
2025 Q1	$5.8M	Sell	70,559 -5,187	-7%	-$427K	1.68%	13
2024 Q4	$5.99M	Buy	75,746 +67,982	+876%	+$5.57M	1.67%	12
2024 Q3	$631K	Buy	7,764 +3,860	+99%	+$301K	0.13%	136
2024 Q2	$292K	Buy	+3,904	New	+$292K	0.07%	149
2024 Q1	–	Sell	-64,059	Closed	-$4.49M	–	187
2023 Q4	$4.49M	Sell	64,059 -1,265	-2%	-$83.9K	0.87%	24
2023 Q3	$4.27M	Buy	65,324 +6,852	+12%	+$465K	0.92%	17
2023 Q2	$3.94M	Buy	58,472 +8,197	+16%	+$539K	0.84%	22
2023 Q1	$3.27M	Buy	50,275 +3,746	+8%	+$246K	0.77%	27
2022 Q4	$3.02M	Buy	+46,529	New	+$2.97M	0.77%	27