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Stock index based on fund manager consensus updated each quarter
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IAN
Integrated Advisors Network’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
Integrated Advisors Network’s Portfolio
RWR Stock Details
RWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-3,047
Closed
-$301K
–
768
2024
Q4
$301K
Buy
3,047
+1
+0%
+$104
0.01%
567
2024
Q3
$325K
Sell
3,046
-197
-6%
-$19.9K
0.02%
572
2024
Q2
$302K
Sell
3,243
-14
-0.4%
-$1.27K
0.02%
559
2024
Q1
$307K
Buy
3,257
+152
+5%
+$14.1K
0.02%
588
2023
Q4
$296K
Sell
3,105
-108
-3%
-$9.28K
0.02%
558
2023
Q3
$266K
Sell
3,213
-17
-0.5%
-$1.53K
0.02%
569
2023
Q2
$292K
Sell
3,230
-14
-0.4%
-$1.24K
0.02%
547
2023
Q1
$288K
Sell
3,244
-176
-5%
-$16.1K
0.02%
560
2022
Q4
$298K
Buy
3,420
+250
+8%
+$21.9K
0.02%
515
2022
Q3
$267K
Sell
3,170
-96
-3%
-$9.36K
0.02%
529
2022
Q2
$311K
Sell
3,266
-15
-0.5%
-$1.59K
0.02%
517
2022
Q1
$385K
Sell
3,281
-92
-3%
-$10.5K
0.02%
500
2021
Q4
$412K
Sell
3,373
-603
-15%
-$69.4K
0.02%
453
2021
Q3
$419K
Sell
3,976
-237
-6%
-$26K
0.03%
440
2021
Q2
$442K
Buy
4,213
+898
+27%
+$92K
0.03%
377
2021
Q1
$314K
Sell
3,315
-151
-4%
-$13.7K
0.03%
421
2020
Q4
$301K
Buy
+3,466
New
+$290K
0.03%
390
2020
Q1
–
Sell
-16,170
Closed
-$1.65M
–
436
2019
Q4
$1.65M
Buy
+16,170
New
+$1.67M
0.22%
147
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
JP Morgan Chase
New York
$1.56T AUM
27.86%
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
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
MSA
Mason Street Advisors
Milwaukee, Wisconsin
$1.02B AUM
8.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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