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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
2026
Q1 		$687K Buy
7,262
+87
+1% +$8.45K 0.25% 38
2025
Q4 		$697K Buy
7,175
+45
+0.6% +$4.29K 0.26% 38
2025
Q3 		$680K Hold
7,130
– – 0.3% 36
2025
Q2 		$676K Buy
7,130
+37
+0.5% +$3.45K 0.29% 36
2025
Q1 		$679K Buy
7,093
+27
+0.4% +$2.57K 0.33% 34
2024
Q4 		$670K Buy
7,066
+61
+0.9% +$6.01K 0.3% 36
2024
Q3 		$714K Buy
7,005
+48
+0.7% +$4.62K 0.32% 36
2024
Q2 		$605K Sell
6,957
-1,433
-17% -$123K 0.28% 38
2024
Q1 		$725K Sell
8,390
-24
-0.3% -$2.12K 0.32% 34
2023
Q4 		$769K Buy
+8,414
New +$689K 0.4% 34

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return