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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
42,089
+931
| +2% | +$229K | 2.61% | 6 |
|
|
2025
Q1 | $8.68M | Sell |
41,158
-3,686
| -8% | -$778K | 2.52% | 7 |
|
|
2024
Q4 | $10.6M | Buy |
44,844
+39,881
| +804% | +$9.38M | 2.95% | 5 |
|
|
2024
Q3 | $1.09M | Buy |
4,963
+2,741
| +123% | +$603K | 0.22% | 118 |
|
|
2024
Q2 | $477K | Buy |
+2,222
| New | +$477K | 0.12% | 129 |
|
|
2024
Q1 | – | Sell |
-42,371
| Closed | -$7.42M | – | 188 |
|
|
2023
Q4 | $7.42M | Buy |
42,371
+900
| +2% | +$158K | 1.44% | 8 |
|
|
2023
Q3 | $6.38M | Buy |
41,471
+5,971
| +17% | +$919K | 1.37% | 9 |
|
|
2023
Q2 | $5.63M | Buy |
35,500
+4,464
| +14% | +$708K | 1.2% | 11 |
|
|
2023
Q1 | $4.31M | Buy |
31,036
+1,755
| +6% | +$244K | 1.01% | 15 |
|
|
2022
Q4 | $3.53M | Buy |
+29,281
| New | +$3.53M | 0.9% | 19 |
|