Balboa Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,420
| Closed | -$1.71M | – | 354 |
|
|
2024
Q4 | $1.71M | Sell |
18,420
-11,385
| -38% | -$1.06M | 0.39% | 50 |
|
|
2024
Q3 | $3.04M | Buy |
+29,805
| New | +$3.04M | 0.76% | 22 |
|
|
2023
Q2 | – | Sell |
-14,148
| Closed | -$1.2M | – | 319 |
|
|
2023
Q1 | $1.2M | Buy |
+14,148
| New | +$1.2M | 0.45% | 37 |
|
|
2022
Q4 | – | Sell |
-3,284
| Closed | -$267K | – | 285 |
|
|
2022
Q3 | $267K | Buy |
+3,284
| New | +$267K | 0.12% | 153 |
|