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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 $521B AUM 51.41% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principal Securities's IYR Position: Q4 2025 in Review

Principal Securities sold out of iShares US Real Estate ETF (IYR) in Q4 2025, closing a stake of 1,171 shares — an estimated $114K sold.

Principal Securities first reported a position in IYR in Q4 2023 and held it in 8 quarters. The position peaked at $237K in Q1 2025. 476 funds tracked by Wall St. Rank hold IYR as of Q4 2025.

  • Principal Securities reported no remaining iShares US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,171 iShares US Real Estate ETF shares in Q4 2025, an estimated $114K.
  • Principal Securities first reported a position in iShares US Real Estate ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares US Real Estate ETF position peaked at $237K in Q1 2025.
  • 476 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.