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