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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,259	Closed	-$659K	–	311
2022 Q4	$659K	Buy	+6,259	New	+$659K	0.3%	80