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Planning Project LLC’s iShares US Real Estate ETF IYR Stock Holding History

Planning Project LLC’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
2025
Q4 		$2.72K Buy
+29
New +$2.76K ﹤0.01% 126

Other funds holding IYR

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Planning Project LLC's IYR Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares US Real Estate ETF (IYR) in Q4 2025: 29 shares worth $2.72K. The stake represents ﹤0.01% of the portfolio and ranks #126 among its holdings.

476 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

  • Planning Project LLC held 29 shares of iShares US Real Estate ETF worth $2.72K as of Q4 2025.
  • iShares US Real Estate ETF was a new Planning Project LLC position in Q4 2025.
  • iShares US Real Estate ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #126 holding.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.