BWP
Balboa Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Buy |
2,848
+186
| +7% | +$40.1K | 0.12% | 137 |
|
|
2025
Q1 | $531K | Sell |
2,662
-444
| -14% | -$88.6K | 0.13% | 127 |
|
|
2024
Q4 | $686K | Hold |
3,106
| – | – | 0.16% | 109 |
|
|
2024
Q3 | $686K | Sell |
3,106
-466
| -13% | -$103K | 0.17% | 111 |
|
|
2024
Q2 | $725K | Sell |
3,572
-248
| -6% | -$50.3K | 0.19% | 95 |
|
|
2024
Q1 | $803K | Buy |
3,820
+57
| +2% | +$12K | 0.24% | 75 |
|
|
2023
Q4 | $755K | Buy |
3,763
+256
| +7% | +$51.4K | 0.25% | 78 |
|
|
2023
Q3 | $620K | Buy |
3,507
+330
| +10% | +$58.3K | 0.23% | 79 |
|
|
2023
Q2 | $595K | Sell |
3,177
-27
| -0.8% | -$5.06K | 0.21% | 92 |
|
|
2023
Q1 | $572K | Sell |
3,204
-3,734
| -54% | -$666K | 0.22% | 93 |
|
|
2022
Q4 | $1.21M | Buy |
6,938
+3,269
| +89% | +$570K | 0.55% | 41 |
|
|
2022
Q3 | $605K | Buy |
+3,669
| New | +$605K | 0.27% | 76 |
|