Creative Planning
IYR icon

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

Creative 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
2021
Q2 		– Sell
-800
Closed -$3K – 2329
2021
Q1 		$3K Buy
+800
New +$70.2K ﹤0.01% 2539
2017
Q3 		– Sell
-800
Closed -$1K – 2813
2017
Q2 		$1K Buy
+800
New +$63.6K ﹤0.01% 4447

Other funds holding IYR

WealthNavi Inc
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
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Creative Planning's IYR Position: Q2 2026 in Review

Creative Planning increased its iShares US Real Estate ETF (IYR) stake by 60% in Q2 2026, buying an estimated $796K and bringing the position to 20,899 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Creative Planning first reported a position in IYR in Q2 2013 and has held it in 52 quarters since. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Creative Planning held 20,899 shares of iShares US Real Estate ETF worth $2.14M as of Q2 2026.
  • Creative Planning bought 7,845 iShares US Real Estate ETF shares in Q2 2026, an estimated $796K.
  • iShares US Real Estate ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2031 holding.
  • Creative Planning first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.