Balboa Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Buy |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $686K | Hold |
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|
2024
Q3 | $686K | Sell |
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|
2024
Q2 | $725K | Sell |
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|
2024
Q1 | $803K | Buy |
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|
2023
Q4 | $755K | Buy |
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|
2023
Q3 | $620K | Buy |
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|
2023
Q2 | $595K | Sell |
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|
2023
Q1 | $572K | Sell |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $605K | Buy |
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