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Balboa Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Balboa Wealth Partners’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,259
Closed -$659K – 311
2022
Q4 		$659K Buy
+6,259
New +$656K 0.3% 80

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US Bancorp
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Bank of America
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Envestnet Asset Management
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CB
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Balboa Wealth Partners's IWS Position: Q1 2023 in Review

Balboa Wealth Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2023, closing a stake of 6,259 shares — an estimated $659K sold.

Balboa Wealth Partners first reported a position in IWS in Q4 2022 and held it in 1 quarter. The position peaked at $659K in Q4 2022. 795 funds tracked by Wall St. Rank hold IWS as of Q1 2023.

  • Balboa Wealth Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 6,259 iShares Russell Mid-Cap Value ETF shares in Q1 2023, an estimated $659K.
  • Balboa Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Balboa Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $659K in Q4 2022.
  • 795 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2023.

Based on Balboa Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.