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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Sell |
68,075
-2,484
| -4% | -$209K | 1.44% | 16 |
|
|
2025
Q1 | $5.8M | Sell |
70,559
-5,187
| -7% | -$426K | 1.68% | 13 |
|
|
2024
Q4 | $5.99M | Buy |
75,746
+67,982
| +876% | +$5.37M | 1.67% | 12 |
|
|
2024
Q3 | $631K | Buy |
7,764
+3,860
| +99% | +$314K | 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% | -$88.8K | 0.87% | 24 |
|
|
2023
Q3 | $4.27M | Buy |
65,324
+6,852
| +12% | +$448K | 0.92% | 17 |
|
|
2023
Q2 | $3.94M | Buy |
58,472
+8,197
| +16% | +$553K | 0.84% | 22 |
|
|
2023
Q1 | $3.27M | Buy |
50,275
+3,746
| +8% | +$244K | 0.77% | 27 |
|
|
2022
Q4 | $3.02M | Buy |
+46,529
| New | +$3.02M | 0.77% | 27 |
|