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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.88M	Sell	11,576 -1,533	-12%	-$406K	0.88%	28
2025 Q4	$3.63M	Sell	13,109 -23,964	-65%	-$6.64M	1.14%	24
2025 Q3	$10.1M	Sell	37,073 -5,016	-12%	-$1.3M	2.43%	6
2025 Q2	$10.4M	Buy	42,089 +931	+2%	+$207K	2.61%	6
2025 Q1	$8.68M	Sell	41,158 -3,686	-8%	-$848K	2.52%	7
2024 Q4	$10.6M	Buy	44,844 +39,881	+804%	+$9.16M	2.95%	5
2024 Q3	$1.09M	Buy	4,963 +2,741	+123%	+$583K	0.22%	118
2024 Q2	$477K	Buy	+2,222	New	+$443K	0.12%	129
2024 Q1	–	Sell	-42,371	Closed	-$7.42M	–	188
2023 Q4	$7.42M	Buy	42,371 +900	+2%	+$148K	1.44%	8
2023 Q3	$6.38M	Buy	41,471 +5,971	+17%	+$952K	1.37%	9
2023 Q2	$5.63M	Buy	35,500 +4,464	+14%	+$651K	1.2%	11
2023 Q1	$4.31M	Buy	31,036 +1,755	+6%	+$228K	1.01%	15
2022 Q4	$3.53M	Buy	+29,281	New	+$3.64M	0.9%	19