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
2026 Q2	$521K	Hold	5,100	–	–	0.03%	250
2026 Q1	$482K	Hold	5,100	–	–	0.03%	245
2025 Q4	$479K	Hold	5,100	–	–	0.03%	248
2025 Q3	$495K	Hold	5,100	–	–	0.03%	238
2025 Q2	$483K	Buy	5,100 +700	+16%	+$65.3K	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%	-$137K	0.03%	246
2024 Q1	$539K	Sell	6,000 -1,000	-14%	-$88.4K	0.04%	213
2023 Q4	$640K	Hold	7,000	–	–	0.06%	187
2023 Q3	$547K	Buy	+7,000	New	+$597K	0.06%	192

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Principle Wealth Partners's IYR Position: Q2 2026 in Review

Principle Wealth Partners held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 5,100 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #250.

Principle Wealth Partners first reported a position in IYR in Q3 2023 and has held it in 12 quarters since. The position peaked at $640K in Q4 2023. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Principle Wealth Partners held 5,100 shares of iShares US Real Estate ETF worth $521K as of Q2 2026.
Principle Wealth Partners left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #250 holding.
Principle Wealth Partners first reported a position in iShares US Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
Principle Wealth Partners's iShares US Real Estate ETF position peaked at $640K in Q4 2023.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.