Ballew Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $609K | Sell |
5,855
-80
| -1% | -$8.12K | 0.31% | 64 |
|
|
2026
Q1 | $587K | Sell |
5,935
-9,402
| -61% | -$913K | 0.33% | 62 |
|
|
2025
Q4 | $1.46M | Buy |
15,337
+303
| +2% | +$28.9K | 0.83% | 25 |
|
|
2025
Q3 | $1.43M | Sell |
15,034
-350
| -2% | -$33.7K | 0.8% | 28 |
|
|
2025
Q2 | $1.47M | Buy |
15,384
+58
| +0.4% | +$5.41K | 0.87% | 26 |
|
|
2025
Q1 | $1.36M | Buy |
15,326
+49
| +0.3% | +$4.66K | 0.91% | 23 |
|
|
2024
Q4 | $1.38M | Sell |
15,277
-1,675
| -10% | -$165K | 0.88% | 24 |
|
|
2024
Q3 | $1.67M | Buy |
16,952
+35
| +0.2% | +$3.37K | 1.12% | 20 |
|
|
2024
Q2 | $1.56M | Sell |
16,917
-346
| -2% | -$29.7K | 1.03% | 21 |
|
|
2024
Q1 | $1.48M | Buy |
17,263
+724
| +4% | +$64K | 1.02% | 18 |
|
|
2023
Q4 | $1.48M | Buy |
16,539
+277
| +2% | +$22.7K | 1.11% | 17 |
|
|
2023
Q3 | $1.24M | Buy |
16,262
+127
| +0.8% | +$10.8K | 1.02% | 22 |
|
|
2023
Q2 | $1.42M | Buy |
16,135
+22
| +0.1% | +$1.85K | 1.03% | 19 |
|
|
2023
Q1 | $1.37M | Sell |
16,113
-330
| -2% | -$28.9K | 1% | 20 |
|
|
2022
Q4 | $1.49M | Buy |
16,443
+259
| +2% | +$21.8K | 1.14% | 20 |
|
|
2022
Q3 | $1.26M | Buy |
16,184
+84
| +0.5% | +$7.95K | 1.13% | 19 |
|
|
2022
Q2 | $1.47M | Sell |
16,100
-466
| -3% | -$46.5K | 1.34% | 17 |
|
|
2022
Q1 | $1.81M | Sell |
16,566
-353
| -2% | -$37.3K | 1.38% | 16 |
|
|
2021
Q4 | $1.85M | Sell |
16,919
-411
| -2% | -$45K | 1.29% | 19 |
|
|
2021
Q3 | $1.79M | Sell |
17,330
-837
| -5% | -$89.1K | 1.32% | 20 |
|
|
2021
Q2 | $1.9M | Sell |
18,167
-18,829
| -51% | -$1.87M | 1.32% | 18 |
|
|
2021
Q1 | $3.46M | Buy |
36,996
+17,876
| +93% | +$1.57M | 1.28% | 20 |
|
|
2020
Q4 | $1.57M | Sell |
19,120
-7,183
| -27% | -$598K | 1.21% | 22 |
|
|
2020
Q3 | $2.19M | Buy |
26,303
+5,803
| +28% | +$469K | 1.85% | 13 |
|
|
2020
Q2 | $1.62M | Sell |
20,500
-486
| -2% | -$36.8K | 1.59% | 16 |
|
|
2020
Q1 | $1.46M | Buy |
20,986
+1,209
| +6% | +$107K | 1.65% | 17 |
|
|
2019
Q4 | $1.82M | Buy |
19,777
+359
| +2% | +$33.3K | 1.56% | 16 |
|
|
2019
Q3 | $1.8M | Buy |
19,418
+9
| +0% | +$820 | 1.64% | 17 |
|
|
2019
Q2 | $1.74M | Sell |
19,409
-261
| -1% | -$22.8K | 1.58% | 18 |
|
|
2019
Q1 | $1.72M | Sell |
19,670
-693
| -3% | -$57.3K | 1.58% | 20 |
|
|
2018
Q4 | $1.71M | Buy |
20,363
+933
| +5% | +$73.3K | 1.61% | 22 |
|
|
2018
Q3 | $1.49M | Buy |
19,430
+1,250
| +7% | +$102K | 1.37% | 19 |
|
|
2018
Q2 | $1.47M | Buy |
18,180
+1,607
| +10% | +$124K | 1.65% | 13 |
|
|
2018
Q1 | $1.25M | Buy |
16,573
+2,957
| +22% | +$224K | 1.09% | 24 |
|
|
2017
Q4 | $1.1M | Buy |
+13,616
| New | +$1.11M | 1.09% | 24 |
|
Other funds holding IYR
MFG
FAC
MGIA
SSWM
JWA
DWM
FFC
FCFC
AC
SIAM