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Center for Financial Planning’s iShares US Real Estate ETF IYR Stock Holding History

Center for 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 		$234K Hold
2,286
– – 0.02% 163
2026
Q1 		$216K Hold
2,286
– – 0.02% 165
2025
Q4 		$215K Hold
2,286
– – 0.02% 168
2025
Q3 		$222K Hold
2,286
– – 0.02% 164
2025
Q2 		$217K Hold
2,286
– – 0.02% 158
2025
Q1 		$219K Hold
2,286
– – 0.03% 151
2024
Q4 		$213K Hold
2,286
– – 0.03% 151
2024
Q3 		$233K Hold
2,286
– – 0.03% 142
2024
Q2 		$201K Hold
2,286
– – 0.03% 147
2024
Q1 		$206K Hold
2,286
– – 0.03% 147
2023
Q4 		$209K Hold
2,286
– – 0.04% 135
2023
Q3 		$179K Hold
2,286
– – 0.04% 139
2023
Q2 		$198K Hold
2,286
– – 0.04% 131
2023
Q1 		$194K Hold
2,286
– – 0.04% 130
2022
Q4 		$192K Sell
2,286
-539
-19% -$45.3K 0.05% 132
2022
Q3 		$230K Hold
2,825
– – 0.06% 112
2022
Q2 		$260K Hold
2,825
– – 0.07% 109
2022
Q1 		$306K Hold
2,825
– – 0.06% 107
2021
Q4 		$328K Hold
2,825
– – 0.07% 103
2021
Q3 		$289K Hold
2,825
– – 0.07% 104
2021
Q2 		$288K Hold
2,825
– – 0.07% 108
2021
Q1 		$260K Hold
2,825
– – 0.07% 107
2020
Q4 		$242K Hold
2,825
– – 0.07% 106
2020
Q3 		$226K Sell
2,825
-433
-13% -$35K 0.07% 103
2020
Q2 		$257K Sell
3,258
-460
-12% -$34.9K 0.09% 94
2020
Q1 		$259K Sell
3,718
-48
-1% -$4.25K 0.09% 91
2019
Q4 		$351K Buy
+3,766
New +$349K 0.09% 89

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

Center for Financial Planning's IYR Position: Q2 2026 in Review

Center for Financial Planning held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 2,286 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #163.

Center for Financial Planning first reported a position in IYR in Q4 2019 and has held it in 27 quarters since. The position peaked at $351K in Q4 2019. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Center for Financial Planning held 2,286 shares of iShares US Real Estate ETF worth $234K as of Q2 2026.
  • Center for Financial Planning left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #163 holding.
  • Center for Financial Planning first reported a position in iShares US Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's iShares US Real Estate ETF position peaked at $351K in Q4 2019.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.