IAG Wealth Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

IAG Wealth Partners’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
2026 Q1	–	Sell	-875	Closed	-$86K	–	526
2025 Q4	$86K	Hold	875	–	–	0.01%	166
2025 Q3	$87.8K	Hold	875	–	–	0.01%	172
2025 Q2	$84.4K	Hold	875	–	–	0.01%	162
2025 Q1	$86.7K	Buy	875 +668	+323%	+$66.7K	0.01%	156
2024 Q4	$20.5K	Hold	207	–	–	﹤0.01%	280
2024 Q3	$22.1K	Buy	+207	New	+$21K	﹤0.01%	273

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

IAG Wealth Partners's RWR Position: Q1 2026 in Review

IAG Wealth Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2026, closing a stake of 875 shares — an estimated $86K sold.

IAG Wealth Partners first reported a position in RWR in Q3 2024 and held it in 6 quarters. The position peaked at $87.8K in Q3 2025. 258 funds tracked by Wall St. Rank hold RWR as of Q1 2026.

IAG Wealth Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2026 after selling out during the quarter.
IAG Wealth Partners sold 875 State Street SPDR Dow Jones REIT ETF shares in Q1 2026, an estimated $86K.
IAG Wealth Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2024 and held it in 6 quarters.
IAG Wealth Partners's State Street SPDR Dow Jones REIT ETF position peaked at $87.8K in Q3 2025.
258 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.