BAM
BOS Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
1,574
| – | – | 0.11% | 126 |
|
|
2025
Q1 | $314K | Sell |
1,574
-38
| -2% | -$7.58K | 0.11% | 121 |
|
|
2024
Q4 | $356K | Buy |
1,612
+45
| +3% | +$9.94K | 0.13% | 114 |
|
|
2024
Q3 | $346K | Buy |
1,567
+60
| +4% | +$13.3K | 0.13% | 109 |
|
|
2024
Q2 | $306K | Sell |
1,507
-261
| -15% | -$53K | 0.14% | 111 |
|
|
2024
Q1 | $372K | Buy |
1,768
+242
| +16% | +$50.9K | 0.2% | 80 |
|
|
2023
Q4 | $306K | Hold |
1,526
| – | – | 0.21% | 109 |
|
|
2023
Q3 | $270K | Hold |
1,526
| – | – | 0.2% | 108 |
|
|
2023
Q2 | $286K | Buy |
1,526
+354
| +30% | +$66.3K | 0.22% | 94 |
|
|
2023
Q1 | $209K | Buy |
1,172
+17
| +1% | +$3.03K | 0.17% | 119 |
|
|
2022
Q4 | $201K | Buy |
+1,155
| New | +$201K | 0.18% | 122 |
|