Principal Financial Group’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $578K | Sell |
6,109
-88,347
| -94% | -$8.58M | ﹤0.01% | 2009 |
|
|
2025
Q4 | $8.87M | Buy |
94,456
+88,935
| +1,611% | +$8.48M | ﹤0.01% | 1371 |
|
|
2025
Q3 | $536K | Buy |
+5,521
| New | +$531K | ﹤0.01% | 2039 |
|
|
2025
Q2 | – | Sell |
-5,702
| Closed | -$546K | – | 2270 |
|
|
2025
Q1 | $546K | Sell |
5,702
-39,173
| -87% | -$3.73M | ﹤0.01% | 1927 |
|
|
2024
Q4 | $4.18M | Buy |
+44,875
| New | +$4.42M | ﹤0.01% | 1642 |
|
|
2024
Q3 | – | Sell |
-9,353
| Closed | -$821K | – | 2314 |
|
|
2024
Q2 | $821K | Buy |
+9,353
| New | +$802K | ﹤0.01% | 1880 |
|
|
2024
Q1 | – | Sell |
-31,970
| Closed | -$2.92M | – | 2463 |
|
|
2023
Q4 | $2.92M | Buy |
+31,970
| New | +$2.62M | ﹤0.01% | 1708 |
|
|
2023
Q1 | – | Sell |
-44,288
| Closed | -$3.73M | – | 2481 |
|
|
2022
Q4 | $3.73M | Buy |
44,288
+18,581
| +72% | +$1.56M | ﹤0.01% | 1626 |
|
|
2022
Q3 | $2.09M | Buy |
25,707
+3,282
| +15% | +$311K | ﹤0.01% | 1708 |
|
|
2022
Q2 | $2.06M | Buy |
+22,425
| New | +$2.24M | ﹤0.01% | 1795 |
|
|
2022
Q1 | – | Sell |
-18,943
| Closed | -$2.2M | – | 2574 |
|
|
2021
Q4 | $2.2M | Buy |
18,943
+16,305
| +618% | +$1.79M | ﹤0.01% | 1841 |
|
|
2021
Q3 | $270K | Buy |
+2,638
| New | +$281K | ﹤0.01% | 2342 |
|
|
2021
Q1 | – | Sell |
-11,461
| Closed | -$982K | – | 2489 |
|
|
2020
Q4 | $982K | Buy |
11,461
+5,610
| +96% | +$467K | ﹤0.01% | 1949 |
|
|
2020
Q3 | $467K | Buy |
+5,851
| New | +$473K | ﹤0.01% | 2033 |
|
|
2020
Q2 | – | Sell |
-69,094
| Closed | -$4.81M | – | 2340 |
|
|
2020
Q1 | $4.81M | Buy |
69,094
+46,892
| +211% | +$4.15M | 0.01% | 1292 |
|
|
2019
Q4 | $2.07M | Buy |
+22,202
| New | +$2.06M | ﹤0.01% | 1722 |
|
Other funds holding IYR
WI
CBU
IMPI
