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iShares Dow Jones US Real Estate shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Cypress Financial Planning from 13F filings

Historical chart of Cypress Financial Planning investment in iShares Dow Jones US Real Estate

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Real Estate held by Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Real Estate by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $590k 6.1k 97.08
2025-06-30 $576k 6.1k 94.77
2025-03-31 $373k 3.9k 95.75
2024-12-31 $361k 3.9k 93.06

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Div Grwth (DGRO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Financial (XLF)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Morgan Stanley Com New (MS)

View all positions for Cypress Financial Planning

Top funds holding iShares Dow Jones US Real Estate

Barclays
Jane Street
WealthNavi
Morgan Stanley
CIBC Bancorp USA
Cibc World Markets
UBS Group
Goldman Sachs Group
Susquehanna International
Bnp Paribas Arbitrage, Snc
Wolverine Trading
Citadel Advisors
Ilmarinen Mutual Pension Insurance
Royal Bank of Canada
BlackRock

View all funds holding iShares Dow Jones US Real Estate