Principal Financial Group
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Principal Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Principal Financial Group’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 		– Sell
-6,109
Closed -$578K – 2212
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
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
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

Principal Financial Group's IYR Position: Q2 2026 in Review

Principal Financial Group sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 6,109 shares — an estimated $578K sold.

Principal Financial Group first reported a position in IYR in Q4 2019 and held it in 16 quarters. The position peaked at $8.87M in Q4 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Principal Financial Group reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Principal Financial Group sold 6,109 iShares US Real Estate ETF shares in Q2 2026, an estimated $578K.
  • Principal Financial Group first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 16 quarters.
  • Principal Financial Group's iShares US Real Estate ETF position peaked at $8.87M in Q4 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.