Principal Securities’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $109K | Sell |
1,150
-1,397
| -55% | -$132K | ﹤0.01% | 1518 |
|
2025
Q1 | $237K | Buy |
2,547
+82
| +3% | +$7.63K | 0.01% | 1063 |
|
2024
Q4 | $229K | Buy |
2,465
+997
| +68% | +$92.8K | 0.01% | 1070 |
|
2024
Q3 | $150K | Buy |
1,468
+793
| +117% | +$80.8K | ﹤0.01% | 1222 |
|
2024
Q2 | $59.2K | Buy |
675
+245
| +57% | +$21.5K | ﹤0.01% | 1548 |
|
2024
Q1 | $38.7K | Sell |
430
-283
| -40% | -$25.5K | ﹤0.01% | 1690 |
|
2023
Q4 | $65.2K | Buy |
+713
| New | +$65.2K | ﹤0.01% | 1366 |
|