Action Point Financial Planning’s iShares US Real Estate ETF IYR Stock Holding History

Action Point Financial Planning’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
2026 Q2	$129K	Buy	+1,266	New	+$128K	0.01%	530

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

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

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

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Action Point Financial Planning's IYR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 1,266 shares worth $129K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings.

485 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Action Point Financial Planning held 1,266 shares of iShares US Real Estate ETF worth $129K as of Q2 2026.
iShares US Real Estate ETF was a new Action Point Financial Planning position in Q2 2026.
iShares US Real Estate ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #530 holding.
485 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.