Balanced Wealth Group’s iShares US Real Estate ETF IYR Stock Holding History

Balanced Wealth Group’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$680K	Hold
2025 Q2	$676K	Buy
2025 Q1	$679K	Buy
2024 Q4	$670K	Buy
2024 Q3	$714K	Buy
2024 Q2	$605K	Sell
2024 Q1	$725K	Sell
2023 Q4	$769K	Buy