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

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Balboa Wealth Partners's IYR Position: Q1 2025 in Review

Balboa Wealth Partners sold out of iShares US Real Estate ETF (IYR) in Q1 2025, closing a stake of 18,420 shares — an estimated $1.71M sold.

Balboa Wealth Partners first reported a position in IYR in Q3 2022 and held it in 4 quarters. The position peaked at $3.04M in Q3 2024. 481 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Balboa Wealth Partners reported no remaining iShares US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Balboa Wealth Partners sold 18,420 iShares US Real Estate ETF shares in Q1 2025, an estimated $1.71M.
Balboa Wealth Partners first reported a position in iShares US Real Estate ETF in Q3 2022 and held it in 4 quarters.
Balboa Wealth Partners's iShares US Real Estate ETF position peaked at $3.04M in Q3 2024.
481 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.