COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Real Estate ETF IYR Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$21K	Buy	+200	New	+$20.3K	﹤0.01%	883

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IYR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 200 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 200 shares of iShares US Real Estate ETF worth $21K as of Q2 2026.
iShares US Real Estate ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares US Real Estate ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #883 holding.
379 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.