Next Level Wealth Planning’s iShares US Real Estate ETF IYR Stock Holding History

Next Level Wealth 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	$3.04K	Buy	+32	New	+$3.29K	﹤0.01%	424

Other funds holding IYR

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Next Level Wealth Planning's IYR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares US Real Estate ETF (IYR) in Q3 2026: 32 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings.

235 funds tracked by Wall St. Rank hold IYR as of Q3 2026.

Next Level Wealth Planning held 32 shares of iShares US Real Estate ETF worth $3.04K as of Q3 2026.
iShares US Real Estate ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares US Real Estate ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #424 holding.
235 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.