MFP
IYR icon

Meramec Financial Planners’s iShares US Real Estate ETF IYR Stock Holding History

Meramec Financial Planners’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 		$4.69K Hold
44
– – ﹤0.01% 399
2026
Q1 		$4.54K Buy
+44
New +$4.27K ﹤0.01% 397

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

Meramec Financial Planners's IYR Position: Q2 2026 in Review

Meramec Financial Planners held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 44 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Meramec Financial Planners first reported a position in IYR in Q1 2026 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Meramec Financial Planners held 44 shares of iShares US Real Estate ETF worth $4.69K as of Q2 2026.
  • Meramec Financial Planners left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #399 holding.
  • Meramec Financial Planners first reported a position in iShares US Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 485 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.