Balboa Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Buy
1,015
+147
+17% +$62.4K 0.09% 179
2025
Q1
$314K Sell
868
-33
-4% -$11.9K 0.08% 191
2024
Q4
$362K Buy
+901
New +$362K 0.08% 181
2022
Q4
Sell
-1,462
Closed -$308K 284
2022
Q3
$308K Buy
+1,462
New +$308K 0.14% 131