Ishares Tr shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Ishares Tr (MAXJ) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 75k | 28.05 |
| 2025-06-30 | $4.8M | 174k | 27.51 |
| 2025-03-31 | $4.7M | 183k | 25.79 |
| 2024-12-31 | $5.1M | 194k | 26.14 |
| 2024-09-30 | $5.3M | 203k | 25.99 |