ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Balboa Wealth Partners's Holding History (CIK: 0001929008)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,072 Value ($000) $1,419 Avg Close — Range —
Q3 2025
Shares 2,008 Value ($000) $1,344 Avg Close — Range —
Q2 2025
Shares 1,943 Value ($000) $1,206 Avg Close — Range —
Q1 2025
Shares 1,694 Value ($000) $952 Avg Close — Range —
Q4 2024
Shares 1,457 Value ($000) $858 Avg Close — Range —
Q3 2024
Shares 1,292 Value ($000) $745 Avg Close — Range —
Q2 2024
Shares 1,275 Value ($000) $698 Avg Close — Range —
Q1 2024
Shares 1,125 Value ($000) $591 Avg Close — Range —
Q4 2023
Shares 1,142 Value ($000) $545 Avg Close — Range —
Q3 2023
Shares 1,231 Value ($000) $529 Avg Close — Range —
Q2 2023
Shares 1,243 Value ($000) $554 Avg Close — Range —
Q1 2023
Shares 1,293 Value ($000) $532 Avg Close — Range —
Q4 2022
Shares 1,175 Value ($000) $452 Avg Close — Range —
Q3 2022
Shares 1,172 Value ($000) $0 Avg Close — Range —