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Ballew Advisors, Inc: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballew Advisors, Inc on IYR, newest first. How the timeline and the estimate are built.

Ballew Advisors, Inc held 4,938 IYR shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,938 shares
    Change vs previous 13F -917 shares

    0.23% of the 13F portfolio, value $467,974.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,855 shares
    Change vs previous 13F -80 shares

    0.31% of the 13F portfolio, value $608,981.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,935 shares
    Change vs previous 13F -9,402 shares

    0.33% of the 13F portfolio, value $586,974.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 15,337 shares
    Change vs previous 13F +303 shares

    0.82% of the 13F portfolio, value $1,463,619.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 15,034 shares
    Change vs previous 13F -350 shares

    0.8% of the 13F portfolio, value $1,431,842.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 15,384 shares
    Change vs previous 13F +58 shares

    0.87% of the 13F portfolio, value $1,473,834.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 15,326 shares
    Change vs previous 13F +49 shares

    0.91% of the 13F portfolio, value $1,357,889.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 15,277 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,384,253.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).