ISHARES TR

Ticker: MAXJ CUSIP: 46438G612 Class: LARGE CAP MAX BU

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

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

Q4 2025
Shares 68,109 Value ($000) $1,920 Avg Close — Range —
Q3 2025
Shares 74,859 Value ($000) $2,100 Avg Close — Range —
Q2 2025
Shares 173,561 Value ($000) $4,775 Avg Close — Range —
Q1 2025
Shares 183,128 Value ($000) $4,723 Avg Close — Range —
Q4 2024
Shares 193,937 Value ($000) $5,069 Avg Close — Range —
Q3 2024
Shares 202,755 Value ($000) $5,270 Avg Close — Range —