IFG Advisory’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

IFG Advisory’s Portfolio RLY Stock Details RLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$947K	Buy	+27,443	New	+$997K	0.03%	439
2026 Q1	–	Sell	-27,674	Closed	-$870K	–	758
2025 Q4	$870K	Buy	27,674 +3,096	+13%	+$97.1K	0.04%	397
2025 Q3	$759K	Buy	24,578 +1,580	+7%	+$47.4K	0.03%	412
2025 Q2	$669K	Buy	22,998 +798	+4%	+$22.6K	0.03%	421
2025 Q1	$634K	Buy	22,200 +593	+3%	+$16.6K	0.04%	387
2024 Q4	$584K	Buy	21,607 +1,253	+6%	+$35.5K	0.03%	384
2024 Q3	$585K	Buy	20,354 +22	+0.1%	+$615	0.04%	320
2024 Q2	$562K	Buy	20,332 +1,919	+10%	+$54.1K	0.04%	380
2024 Q1	$515K	Buy	18,413 +1,250	+7%	+$33.4K	0.04%	310
2023 Q4	$467K	Buy	17,163 +750	+5%	+$20.1K	0.03%	377
2023 Q3	$442K	Buy	16,413 +1,308	+9%	+$35.7K	0.04%	369
2023 Q2	$402K	Buy	15,105 +157	+1%	+$4.26K	0.04%	284
2023 Q1	$412K	Buy	14,948 +1,440	+11%	+$40.1K	0.04%	351
2022 Q4	$372K	Buy	13,508 +778	+6%	+$21.8K	0.04%	360
2022 Q3	$330K	Buy	12,730 +704	+6%	+$19.7K	0.03%	390
2022 Q2	$336K	Sell	12,026 -1,489	-11%	-$45.4K	0.04%	356
2022 Q1	$416K	Sell	13,515 -7,810	-37%	-$225K	0.04%	333
2021 Q4	$575K	Sell	21,325 -175	-0.8%	-$5.16K	0.06%	275
2021 Q3	$614K	Buy	21,500 +5,770	+37%	+$165K	0.07%	253
2021 Q2	$449K	Buy	15,730 +2,735	+21%	+$77.6K	0.05%	312
2021 Q1	$346K	Buy	12,995 +390	+3%	+$10.2K	0.04%	369
2020 Q4	$310K	Hold	12,605	–	–	0.04%	344
2020 Q3	$275K	Buy	+12,605	New	+$279K	0.04%	339
2020 Q1	–	Sell	-8,190	Closed	-$208K	–	412
2019 Q4	$208K	Hold	8,190	–	–	0.04%	389
2019 Q3	$202K	Buy	+8,190	New	+$203K	0.04%	382

Other funds holding RLY

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

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

IFG Advisory's RLY Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street Multi-Asset Real Return ETF (RLY) in Q2 2026: 27,443 shares worth $947K. The stake represents 0.03% of the portfolio and ranks #439 among its holdings. This is a return to the name: IFG Advisory previously reported a position in RLY as recently as Q4 2025.

IFG Advisory first reported a position in RLY in Q3 2019 and has held it in 25 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

IFG Advisory held 27,443 shares of State Street Multi-Asset Real Return ETF worth $947K as of Q2 2026.
State Street Multi-Asset Real Return ETF was a new IFG Advisory position in Q2 2026.
State Street Multi-Asset Real Return ETF made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #439 holding.
IFG Advisory first reported a position in State Street Multi-Asset Real Return ETF in Q3 2019 and has held it in 25 quarters since.
166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.