Principle Wealth Partners’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 | $483K | Buy |
5,100
+700
| +16% | +$66.3K | 0.03% | 233 |
|
|
2025
Q1 | $421K | Hold |
4,400
| – | – | 0.03% | 242 |
|
|
2024
Q4 | $409K | Hold |
4,400
| – | – | 0.03% | 242 |
|
|
2024
Q3 | $448K | Hold |
4,400
| – | – | 0.03% | 242 |
|
|
2024
Q2 | $386K | Sell |
4,400
-1,600
| -27% | -$140K | 0.03% | 246 |
|
|
2024
Q1 | $539K | Sell |
6,000
-1,000
| -14% | -$89.9K | 0.04% | 213 |
|
|
2023
Q4 | $640K | Hold |
7,000
| – | – | 0.06% | 187 |
|
|
2023
Q3 | $547K | Buy |
+7,000
| New | +$547K | 0.06% | 192 |
|