ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 4,013 Value ($000) $844 Avg Close — Range —
Q3 2025
Shares 4,035 Value ($000) $821 Avg Close — Range —
Q2 2025
Shares 5,727 Value ($000) $1,112 Avg Close — Range —
Q2 2023
Shares 1,523 Value ($000) $240 Avg Close — Range —
Q1 2023
Shares 2,749 Value ($000) $418 Avg Close — Range —
Q4 2022
Shares 7,611 Value ($000) $1,154 Avg Close — Range —
Q3 2022
Shares 3,615 Value ($000) $0 Avg Close — Range —