Principle Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History

Principle Wealth Partners’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 Q2	$483K	Buy
2025 Q1	$421K	Hold
2024 Q4	$409K	Hold
2024 Q3	$448K	Hold
2024 Q2	$386K	Sell
2024 Q1	$539K	Sell
2023 Q4	$640K	Hold
2023 Q3	$547K	Buy