Balboa Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $952K | Buy |
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|
2024
Q4 | $858K | Buy |
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|
2024
Q3 | $745K | Buy |
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|
2024
Q2 | $698K | Buy |
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|
2024
Q1 | $591K | Sell |
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|
2023
Q4 | $545K | Sell |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $554K | Sell |
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|
2023
Q1 | $532K | Buy |
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $420K | Buy |
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