IFWM
HOUS

Institute for Wealth Management’s Anywhere Real Estate HOUS Stock Holding History

Institute for Wealth Management’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-50,000
Closed -$708K – 557
2025
Q4 		$708K Hold
50,000
– – 0.08% 251
2025
Q3 		$530K Hold
50,000
– – 0.06% 310
2025
Q2 		$181K Buy
+50,000
New +$174K 0.02% 548

Other funds holding HOUS

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return