BWP
Balboa Wealth Partners’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
+21,678
| New | +$2.62M | 0.53% | 38 |
|
|
2025
Q1 | – | Sell |
-22,666
| Closed | -$2.51M | – | 353 |
|
|
2024
Q4 | $2.51M | Sell |
22,666
-6,332
| -22% | -$700K | 0.57% | 31 |
|
|
2024
Q3 | $3.01M | Sell |
28,998
-644
| -2% | -$66.9K | 0.75% | 23 |
|
|
2024
Q2 | $2.8M | Buy |
29,642
+2,558
| +9% | +$242K | 0.74% | 21 |
|
|
2024
Q1 | $2.59M | Buy |
27,084
+11,574
| +75% | +$1.11M | 0.76% | 22 |
|
|
2023
Q4 | $1.32M | Buy |
+15,510
| New | +$1.32M | 0.44% | 35 |
|
|
2023
Q3 | – | Sell |
-7,563
| Closed | -$564K | – | 300 |
|
|
2023
Q2 | $564K | Buy |
+7,563
| New | +$564K | 0.2% | 99 |
|