American State Bank (Iowa)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

American State Bank (Iowa)’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,287	Closed	-$123K	–	278
2023 Q4	$123K	Hold	1,287	–	–	0.08%	153
2023 Q3	$107K	Hold	1,287	–	–	0.08%	149
2023 Q2	$116K	Hold	1,287	–	–	0.08%	149
2023 Q1	$114K	Hold	1,287	–	–	0.08%	152
2022 Q4	$112K	Hold	1,287	–	–	0.09%	150
2022 Q3	$108K	Hold	1,287	–	–	0.09%	145
2022 Q2	$122K	Hold	1,287	–	–	0.1%	144
2022 Q1	$151K	Hold	1,287	–	–	0.1%	142
2021 Q4	$157K	Hold	1,287	–	–	0.11%	139
2021 Q3	$136K	Hold	1,287	–	–	0.11%	138
2021 Q2	$135K	Hold	1,287	–	–	0.11%	140
2021 Q1	$122K	Sell	1,287 -333	-21%	-$30.2K	0.1%	142
2020 Q4	$140K	Buy	+1,620	New	+$135K	0.13%	125

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American State Bank (Iowa)'s RWR Position: Q1 2024 in Review

American State Bank (Iowa) sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2024, closing a stake of 1,287 shares — an estimated $123K sold.

American State Bank (Iowa) first reported a position in RWR in Q4 2020 and held it in 13 quarters. The position peaked at $157K in Q4 2021. 247 funds tracked by Wall St. Rank hold RWR as of Q1 2024.

American State Bank (Iowa) reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 1,287 State Street SPDR Dow Jones REIT ETF shares in Q1 2024, an estimated $123K.
American State Bank (Iowa) first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s State Street SPDR Dow Jones REIT ETF position peaked at $157K in Q4 2021.
247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.