Balboa Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
11,808
-14,323
| -55% | -$1.58M | 0.26% | 70 |
|
|
2025
Q1 | $2.43M | Buy |
26,131
+3,981
| +18% | +$370K | 0.59% | 31 |
|
|
2024
Q4 | $2.25M | Buy |
22,150
+7,344
| +50% | +$746K | 0.51% | 37 |
|
|
2024
Q3 | $1.42M | Sell |
14,806
-587
| -4% | -$56.2K | 0.35% | 52 |
|
|
2024
Q2 | $1.42M | Buy |
15,393
+806
| +6% | +$74.6K | 0.38% | 49 |
|
|
2024
Q1 | $1.23M | Buy |
14,587
+285
| +2% | +$24.1K | 0.36% | 50 |
|
|
2023
Q4 | $1.07M | Buy |
14,302
+6,485
| +83% | +$487K | 0.36% | 50 |
|
|
2023
Q3 | $535K | Sell |
7,817
-1,195
| -13% | -$81.8K | 0.2% | 91 |
|
|
2023
Q2 | $635K | Buy |
+9,012
| New | +$635K | 0.22% | 84 |
|
|
2022
Q4 | – | Sell |
-5,139
| Closed | -$297K | – | 283 |
|
|
2022
Q3 | $297K | Buy |
+5,139
| New | +$297K | 0.13% | 138 |
|