ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,175 Value ($000) $697 Avg Close — Range —
Q3 2025
Shares 7,130 Value ($000) $680 Avg Close — Range —
Q2 2025
Shares 7,130 Value ($000) $676 Avg Close — Range —
Q1 2025
Shares 7,093 Value ($000) $679 Avg Close — Range —
Q4 2024
Shares 7,066 Value ($000) $670 Avg Close — Range —
Q3 2024
Shares 7,005 Value ($000) $714 Avg Close — Range —
Q2 2024
Shares 6,957 Value ($000) $605 Avg Close — Range —
Q1 2024
Shares 8,390 Value ($000) $725 Avg Close — Range —
Q4 2023
Shares 8,414 Value ($000) $769 Avg Close — Range —