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Cornerstone Planning Group’s iShares US Real Estate ETF IYR Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-41
Closed -$3.89K – 1777
2025
Q3 		$3.89K Hold
41
– – ﹤0.01% 1017
2025
Q2 		$3.93K Hold
41
– – ﹤0.01% 780
2025
Q1 		$3.75K Hold
41
– – ﹤0.01% 810
2024
Q4 		$3.9K Buy
41
+1
+3% +$99 ﹤0.01% 632
2024
Q3 		$4.01K Hold
40
– – ﹤0.01% 617
2024
Q2 		$3.72K Buy
+40
New +$3.43K ﹤0.01% 635
2022
Q4 		$14.8K Buy
+167
New +$14K 0.01% 522

Other funds holding IYR

Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
CWM
CIBC World Markets New York $19.9B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return