Balboa Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Balboa Wealth Partners’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.85M	Buy
2025 Q1	–	Sell
2024 Q4	$364K	Sell
2024 Q3	$3.14M	Buy
2024 Q2	$3.11M	Buy
2024 Q1	$2.63M	Buy
2023 Q4	$1.45M	Buy
2023 Q3	–	Sell
2023 Q2	$691K	Buy