Retirement Planning Group (Kansas)’s iShares US Real Estate ETF IYR Stock Holding History

Retirement Planning Group (Kansas)’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	$244K	Sell	2,382 -492	-17%	-$49.9K	0.01%	484
2026 Q1	$272K	Buy	2,874 +46	+2%	+$4.47K	0.01%	420
2025 Q4	$266K	Buy	2,828 +56	+2%	+$5.34K	0.01%	357
2025 Q3	$269K	Buy	2,772 +3	+0.1%	+$289	0.01%	341
2025 Q2	$262K	Sell	2,769 -586	-17%	-$54.7K	0.01%	277
2025 Q1	$321K	Buy	3,355 +880	+36%	+$83.7K	0.02%	244
2024 Q4	$230K	Buy	2,475 +58	+2%	+$5.72K	0.01%	258
2024 Q3	$246K	Buy	2,417 +66	+3%	+$6.36K	0.01%	247
2024 Q2	$206K	Buy	2,351 +3	+0.1%	+$257	0.01%	227
2024 Q1	$211K	Buy	2,348 +83	+4%	+$7.34K	0.02%	208
2023 Q4	$207K	Buy	+2,265	New	+$185K	0.02%	180

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Retirement Planning Group (Kansas)'s IYR Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares US Real Estate ETF (IYR) stake by 17% in Q2 2026, selling an estimated $49.9K and leaving 2,382 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #484.

Retirement Planning Group (Kansas) first reported a position in IYR in Q4 2023 and has held it in 11 quarters since. The position peaked at $321K in Q1 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Retirement Planning Group (Kansas) held 2,382 shares of iShares US Real Estate ETF worth $244K as of Q2 2026.
Retirement Planning Group (Kansas) sold 492 iShares US Real Estate ETF shares in Q2 2026, an estimated $49.9K.
iShares US Real Estate ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #484 holding.
Retirement Planning Group (Kansas) first reported a position in iShares US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Retirement Planning Group (Kansas)'s iShares US Real Estate ETF position peaked at $321K in Q1 2025.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.