BWP
Balboa Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
+5,727
| New | +$1.11M | 0.22% | 83 |
|
|
2023
Q3 | – | Sell |
-1,523
| Closed | -$240K | – | 298 |
|
|
2023
Q2 | $240K | Sell |
1,523
-1,226
| -45% | -$194K | 0.08% | 199 |
|
|
2023
Q1 | $418K | Sell |
2,749
-4,862
| -64% | -$740K | 0.16% | 129 |
|
|
2022
Q4 | $1.15M | Buy |
7,611
+3,996
| +111% | +$606K | 0.52% | 44 |
|
|
2022
Q3 | $492K | Buy |
+3,615
| New | +$492K | 0.22% | 91 |
|