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Balboa Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History

Balboa Wealth Partners’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
Q1 		– Sell
-18,420
Closed -$1.71M – 354
2024
Q4 		$1.71M Sell
18,420
-11,385
-38% -$1.12M 0.39% 50
2024
Q3 		$3.04M Buy
+29,805
New +$2.87M 0.76% 22
2023
Q2 		– Sell
-14,148
Closed -$1.2M – 319
2023
Q1 		$1.2M Buy
+14,148
New +$1.24M 0.45% 37
2022
Q4 		– Sell
-3,284
Closed -$267K – 286
2022
Q3 		$267K Buy
+3,284
New +$311K 0.12% 153

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 $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return