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IYR icon

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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return