B.O.S.S. Retirement Advisors, LLC IWY Holdings History
B.O.S.S. Retirement Advisors, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, B.O.S.S. Retirement Advisors, LLC held 41,158.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $8.68 Mil. This investment constitutes 2.52% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 0.07% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2022Q4. And since then B.O.S.S. Retirement Advisors, LLC has made 7 purchases of IWY, at an average price of $181.17, for a total of 87,215.00 shares. In addition, there have been 2 sales at an average price of $190.38 for 46,057.00 shares. Based on historical transaction data and IWY's current price of $251.67, B.O.S.S. Retirement Advisors, LLC's estimated gain on his IWY holdings is $3.33 Mil, reflecting a 21.05% gain to date.
B.O.S.S. Retirement Advisors, LLC IWY ($251.67) Holding Chart
B.O.S.S. Retirement Advisors, LLC IWY ($251.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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