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Compass Financial Management’s iShares US Real Estate ETF IYR Stock Holding History

Compass Financial Management’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

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

Compass Financial Management's IYR Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #883 holding.
  • 462 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.