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
2020
Q2 		– Sell
-200
Closed -$2K – 2073
2020
Q1 		$2K Buy
+200
New +$17.7K ﹤0.01% 1823

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 $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's IYR Position: Q1 2026 in Review

Creative Planning increased its iShares US Real Estate ETF (IYR) stake by 2.2% in Q1 2026, buying an estimated $27.8K and bringing the position to 13,054 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Creative Planning first reported a position in IYR in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.7M in Q4 2014. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

  • Creative Planning held 13,054 shares of iShares US Real Estate ETF worth $1.23M as of Q1 2026.
  • Creative Planning bought 286 iShares US Real Estate ETF shares in Q1 2026, an estimated $27.8K.
  • iShares US Real Estate ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2286 holding.
  • Creative Planning first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's iShares US Real Estate ETF position peaked at $1.7M in Q4 2014.
  • 458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.