iShares S&P 500 Growth Index shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 12k | 120.72 |
| 2025-06-30 | $1.3M | 12k | 110.10 |
| 2025-03-31 | $2.4M | 26k | 92.83 |
| 2024-12-31 | $2.2M | 22k | 101.53 |
| 2024-09-30 | $1.4M | 15k | 95.75 |
| 2024-06-30 | $1.4M | 15k | 92.54 |
| 2024-03-31 | $1.2M | 15k | 84.44 |
| 2023-12-31 | $1.1M | 14k | 75.10 |
| 2023-09-30 | $535k | 7.8k | 68.42 |
| 2023-06-30 | $635k | 9.0k | 70.48 |
| 2022-09-30 | $297k | 5.1k | 57.79 |