Balboa Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Balboa Wealth Partners’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Buy
2023 Q3	–	Sell
2023 Q2	$240K	Sell
2023 Q1	$418K	Sell
2022 Q4	$1.15M	Buy
2022 Q3	$492K	Buy