Balboa Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.45M | Buy |
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|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $2.43M | Buy |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $635K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $297K | Buy |
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