Institute for Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Institute for Wealth Management’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
2020 Q1	–	Sell	-246	Closed	-$25K	–	621
2019 Q4	$25K	Buy	+246	New	+$25.5K	0.01%	554
2014 Q4	–	Sell	-129	Closed	-$10K	–	51
2014 Q3	$10K	Hold	129	–	–	0.01%	48
2014 Q2	$11K	Hold	129	–	–	0.01%	47
2014 Q1	$10K	Hold	129	–	–	0.01%	61
2013 Q4	$9K	Sell	129 -25	-16%	-$1.84K	0.01%	60
2013 Q3	$11K	Sell	154 -345	-69%	-$25.9K	0.01%	47
2013 Q2	$38K	Buy	+499	New	+$39.9K	0.03%	59

Other funds holding RWR

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management

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

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

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