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 Q2	$746K	Buy	7,298 +36	+0.5%	+$3.65K	0.24%	44
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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Balanced Wealth Group's IYR Position: Q2 2026 in Review

Balanced Wealth Group increased its iShares US Real Estate ETF (IYR) stake by 0.5% in Q2 2026, buying an estimated $3.65K and bringing the position to 7,298 shares worth $746K. The position accounts for 0.24% of the portfolio, ranked #44.

Balanced Wealth Group first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. The position peaked at $769K in Q4 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Balanced Wealth Group held 7,298 shares of iShares US Real Estate ETF worth $746K as of Q2 2026.
Balanced Wealth Group bought 36 iShares US Real Estate ETF shares in Q2 2026, an estimated $3.65K.
iShares US Real Estate ETF made up 0.24% of Balanced Wealth Group's portfolio in Q2 2026, its #44 holding.
Balanced Wealth Group first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Wealth Group's iShares US Real Estate ETF position peaked at $769K in Q4 2023.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.