BFC Planning, Inc.’s iShares US Real Estate ETF IYR Stock Holding History

BFC Planning, Inc.’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	$194K	Sell	1,895 -688	-27%	-$69.8K	0.01%	943
2026 Q1	$244K	Sell	2,583 -180	-7%	-$17.5K	0.01%	803
2025 Q4	$259K	Buy	2,763 +2	+0.1%	+$191	0.01%	769
2025 Q3	$268K	Buy	2,761 +2	+0.1%	+$192	0.02%	564
2025 Q2	$262K	Buy	2,759 +1	+0%	+$93	0.02%	528
2025 Q1	$264K	Buy	2,758 +103	+4%	+$9.8K	0.02%	512
2024 Q4	$247K	Buy	+2,655	New	+$262K	0.02%	533

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

BFC Planning, Inc.'s IYR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares US Real Estate ETF (IYR) stake by 27% in Q2 2026, selling an estimated $69.8K and leaving 1,895 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #943.

BFC Planning, Inc. first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. The position peaked at $268K in Q3 2025. 490 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

BFC Planning, Inc. held 1,895 shares of iShares US Real Estate ETF worth $194K as of Q2 2026.
BFC Planning, Inc. sold 688 iShares US Real Estate ETF shares in Q2 2026, an estimated $69.8K.
iShares US Real Estate ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #943 holding.
BFC Planning, Inc. first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares US Real Estate ETF position peaked at $268K in Q3 2025.
490 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.