Balanced Wealth Group’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
7,130
+37
| +0.5% | +$3.51K | 0.29% | 36 |
|
|
2025
Q1 | $679K | Buy |
7,093
+27
| +0.4% | +$2.59K | 0.33% | 34 |
|
|
2024
Q4 | $670K | Buy |
7,066
+61
| +0.9% | +$5.78K | 0.3% | 36 |
|
|
2024
Q3 | $714K | Buy |
7,005
+48
| +0.7% | +$4.89K | 0.32% | 36 |
|
|
2024
Q2 | $605K | Sell |
6,957
-1,433
| -17% | -$125K | 0.28% | 38 |
|
|
2024
Q1 | $725K | Sell |
8,390
-24
| -0.3% | -$2.07K | 0.32% | 34 |
|
|
2023
Q4 | $769K | Buy |
+8,414
| New | +$769K | 0.4% | 34 |
|