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

Frisco 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 Q3	$16.5K	Hold	174	–	–	0.01%	30
2026 Q2	$17.8K	Hold	174	–	–	0.01%	29
2026 Q1	$16.5K	Buy	+174	New	+$16.9K	0.01%	29

Other funds holding IYR

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Frisco Financial Planning's IYR Position: Q3 2026 in Review

Frisco Financial Planning held its iShares US Real Estate ETF (IYR) position steady in Q3 2026 at 174 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #30.

Frisco Financial Planning first reported a position in IYR in Q1 2026 and has held it in 3 quarters since. The position peaked at $17.8K in Q2 2026. 7 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

Frisco Financial Planning held 174 shares of iShares US Real Estate ETF worth $16.5K as of Q3 2026.
Frisco Financial Planning left its iShares US Real Estate ETF share count unchanged in Q3 2026.
iShares US Real Estate ETF made up 0.01% of Frisco Financial Planning's portfolio in Q3 2026, its #30 holding.
Frisco Financial Planning first reported a position in iShares US Real Estate ETF in Q1 2026 and has held it in 3 quarters since.
Frisco Financial Planning's iShares US Real Estate ETF position peaked at $17.8K in Q2 2026.
7 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.