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

Cypress Financial 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
2026 Q2	$355K	Buy	3,467 +34	+1%	+$3.45K	0.09%	78
2026 Q1	$325K	Sell	3,433 -64	-2%	-$6.22K	0.09%	76
2025 Q4	$331K	Sell	3,497 -2,578	-42%	-$246K	0.09%	83
2025 Q3	$590K	Hold	6,075	–	–	0.18%	42
2025 Q2	$576K	Buy	6,075 +2,179	+56%	+$203K	0.19%	42
2025 Q1	$373K	Buy	3,896 +22	+0.6%	+$2.09K	0.13%	53
2024 Q4	$361K	Buy	+3,874	New	+$382K	0.13%	51

Other funds holding IYR

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

FFC

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Financial Planning's IYR Position: Q2 2026 in Review

Cypress Financial Planning increased its iShares US Real Estate ETF (IYR) stake by 0.99% in Q2 2026, buying an estimated $3.45K and bringing the position to 3,467 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #78.

Cypress Financial Planning first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q3 2025. 65 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Cypress Financial Planning held 3,467 shares of iShares US Real Estate ETF worth $355K as of Q2 2026.
Cypress Financial Planning bought 34 iShares US Real Estate ETF shares in Q2 2026, an estimated $3.45K.
iShares US Real Estate ETF made up 0.09% of Cypress Financial Planning's portfolio in Q2 2026, its #78 holding.
Cypress Financial Planning first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Financial Planning's iShares US Real Estate ETF position peaked at $590K in Q3 2025.
65 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.