ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 2,801 Value ($000) $689 Avg Close — Range —
Q3 2025
Shares 2,801 Value ($000) $678 Avg Close — Range —
Q2 2025
Shares 2,848 Value ($000) $615 Avg Close — Range —
Q1 2025
Shares 2,662 Value ($000) $531 Avg Close — Range —
Q4 2024
Shares 3,106 Value ($000) $686 Avg Close — Range —
Q3 2024
Shares 3,106 Value ($000) $686 Avg Close — Range —
Q2 2024
Shares 3,572 Value ($000) $725 Avg Close — Range —
Q1 2024
Shares 3,820 Value ($000) $803 Avg Close — Range —
Q4 2023
Shares 3,763 Value ($000) $755 Avg Close — Range —
Q3 2023
Shares 3,507 Value ($000) $620 Avg Close — Range —
Q2 2023
Shares 3,177 Value ($000) $595 Avg Close — Range —
Q1 2023
Shares 3,204 Value ($000) $572 Avg Close — Range —
Q4 2022
Shares 6,938 Value ($000) $1,210 Avg Close — Range —
Q3 2022
Shares 3,669 Value ($000) $1 Avg Close — Range —