Integrated Wealth Concepts’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Buy |
49,715
+1,532
| +3% | +$173K | 0.06% | 313 |
|
|
2025
Q1 | $5.37M | Sell |
48,183
-6,611
| -12% | -$737K | 0.06% | 298 |
|
|
2024
Q4 | $6.04M | Buy |
54,794
+1,480
| +3% | +$163K | 0.07% | 258 |
|
|
2024
Q3 | $5.81M | Sell |
53,314
-4,304
| -7% | -$469K | 0.07% | 254 |
|
|
2024
Q2 | $6.21M | Buy |
57,618
+6,670
| +13% | +$719K | 0.08% | 228 |
|
|
2024
Q1 | $5.42M | Buy |
50,948
+14,882
| +41% | +$1.58M | 0.08% | 252 |
|
|
2023
Q4 | $3.79M | Buy |
36,066
+33,399
| +1,252% | +$3.51M | 0.06% | 287 |
|
|
2023
Q3 | $277K | Buy |
+2,667
| New | +$277K | ﹤0.01% | 1267 |
|