Balboa Wealth Partners Ishares Russell 1000 Val ETF Transaction History

Balboa Wealth Partners

$552 Million
Q3 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 4,035 shares of IWD stock, worth $826,327. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,035

Previous 5,727 29.54%

Holding current value

$826,327

Previous $1.11 Million 26.17%

% of portfolio

0.15%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$192.76 - $203.86 $326,149 - $344,931	-1,692 Reduced 29.54%	4,035 $821,000
Q2 2025 Jul 29, 2025	BUY	$166.82 - $194.23 $955,378 - $1.11 Million	5,727 New	5,727 $1.11 Million
Q2 2023 Aug 08, 2023	SELL	$148.55 - $157.83 $182,122 - $193,499	-1,226 Reduced 44.6%	1,523 $240,000
Q1 2023 May 11, 2023	SELL	$145.2 - $161.56 $705,962 - $785,504	-4,862 Reduced 63.88%	2,749 $418,000
Q4 2022 Feb 14, 2023	BUY	$136.78 - $158.99 $546,572 - $635,324	3,996 Added 110.54%	7,611 $1.15 Million

Q3 2022 Jan 04, 2023	BUY	$135.99 - $161.15 $491,603 - $582,557	3,615 New	3,615 $492,000

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Balboa Wealth Partners Ishares Russell 1000 Val ETF Transaction History