Compass Financial Management
IYR icon

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
Q3 		$19K Hold
200
– – ﹤0.01% 971
2026
Q2 		$21K Buy
+200
New +$20.3K ﹤0.01% 883

Other funds holding IYR

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Compass Financial Management's IYR Position: Q3 2026 in Review

Compass Financial Management held its iShares US Real Estate ETF (IYR) position steady in Q3 2026 at 200 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Compass Financial Management first reported a position in IYR in Q2 2026 and has held it in 2 quarters since. The position peaked at $21K in Q2 2026. 406 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

  • Compass Financial Management held 200 shares of iShares US Real Estate ETF worth $19K as of Q3 2026.
  • Compass Financial Management left its iShares US Real Estate ETF share count unchanged in Q3 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #971 holding.
  • Compass Financial Management first reported a position in iShares US Real Estate ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's iShares US Real Estate ETF position peaked at $21K in Q2 2026.
  • 406 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.