ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 11,898 Value ($000) $1,467 Avg Close — Range —
Q3 2025
Shares 12,020 Value ($000) $1,451 Avg Close — Range —
Q2 2025
Shares 11,808 Value ($000) $1,300 Avg Close — Range —
Q1 2025
Shares 26,131 Value ($000) $2,426 Avg Close — Range —
Q4 2024
Shares 22,150 Value ($000) $2,249 Avg Close — Range —
Q3 2024
Shares 14,806 Value ($000) $1,418 Avg Close — Range —
Q2 2024
Shares 15,393 Value ($000) $1,424 Avg Close — Range —
Q1 2024
Shares 14,587 Value ($000) $1,232 Avg Close — Range —
Q4 2023
Shares 14,302 Value ($000) $1,074 Avg Close — Range —
Q3 2023
Shares 7,817 Value ($000) $535 Avg Close — Range —
Q2 2023
Shares 9,012 Value ($000) $635 Avg Close — Range —
Q3 2022
Shares 5,139 Value ($000) $0 Avg Close — Range —