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

Principal Securities’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
2025
Q4 		– Sell
-1,171
Closed -$114K – 2476
2025
Q3 		$114K Buy
1,171
+21
+2% +$2.02K ﹤0.01% 1535
2025
Q2 		$109K Sell
1,150
-1,397
-55% -$130K ﹤0.01% 1518
2025
Q1 		$237K Buy
2,547
+82
+3% +$7.8K 0.01% 1063
2024
Q4 		$229K Buy
2,465
+997
+68% +$98.3K 0.01% 1070
2024
Q3 		$150K Buy
1,468
+793
+117% +$76.4K ﹤0.01% 1222
2024
Q2 		$59.2K Buy
675
+245
+57% +$21K ﹤0.01% 1548
2024
Q1 		$38.7K Sell
430
-283
-40% -$25K ﹤0.01% 1690
2023
Q4 		$65.2K Buy
+713
New +$58.4K ﹤0.01% 1366

Other funds holding IYR

Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
CWM
CIBC World Markets New York $19.9B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return