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Investment Research & Advisory Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Investment Research & Advisory Group’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
2024
Q1 		– Sell
-55
Closed -$5.24K – 230
2023
Q4 		$5.24K Buy
+55
New +$4.73K ﹤0.01% 160

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Investment Research & Advisory Group's RWR Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2024, closing a stake of 55 shares — an estimated $5.24K sold.

Investment Research & Advisory Group first reported a position in RWR in Q4 2023 and held it in 1 quarter. The position peaked at $5.24K in Q4 2023. 247 funds tracked by Wall St. Rank hold RWR as of Q1 2024.

  • Investment Research & Advisory Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 55 State Street SPDR Dow Jones REIT ETF shares in Q1 2024, an estimated $5.24K.
  • Investment Research & Advisory Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's State Street SPDR Dow Jones REIT ETF position peaked at $5.24K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2024.

Based on Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.