Investors Research Corp’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Investors Research Corp’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
2026 Q2	$5.08K	Hold	45	–	–	﹤0.01%	611
2026 Q1	$4.54K	Hold	45	–	–	﹤0.01%	624
2025 Q4	$4.42K	Hold	45	–	–	﹤0.01%	705
2025 Q3	$4.51K	Buy	45 +1	+2%	+$98	﹤0.01%	734
2025 Q2	$4.24K	Hold	44	–	–	﹤0.01%	777
2025 Q1	$4.36K	Hold	44	–	–	﹤0.01%	782
2024 Q4	$4.35K	Buy	44 +3	+7%	+$312	﹤0.01%	777
2024 Q3	$4.38K	Buy	41 +1	+3%	+$101	﹤0.01%	802
2024 Q2	$3.72K	Buy	40 +1	+3%	+$91	﹤0.01%	881
2024 Q1	$3.68K	Hold	39	–	–	﹤0.01%	853
2023 Q4	$3.72K	Buy	39 +6	+18%	+$516	﹤0.01%	874
2023 Q3	$2.74K	Buy	33 +8	+32%	+$719	﹤0.01%	919
2023 Q2	$2.26K	Hold	25	–	–	﹤0.01%	948
2023 Q1	$2.22K	Hold	25	–	–	﹤0.01%	974
2022 Q4	$2.18K	Hold	25	–	–	﹤0.01%	986
2022 Q3	$2K	Buy	25 +2	+9%	+$195	﹤0.01%	993
2022 Q2	$2K	Buy	23 +7	+44%	+$741	﹤0.01%	994
2022 Q1	$2K	Buy	16 +10	+167%	+$1.14K	﹤0.01%	945
2021 Q4	$1K	Buy	+6	New	+$691	﹤0.01%	954
2019 Q3	–	Sell	-18	Closed	-$2K	–	1129
2019 Q2	$2K	Hold	18	–	–	﹤0.01%	987
2019 Q1	$2K	Buy	+18	New	+$1.71K	﹤0.01%	960

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Investors Research Corp's RWR Position: Q2 2026 in Review

Investors Research Corp held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q2 2026 at 45 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Investors Research Corp first reported a position in RWR in Q1 2019 and has held it in 21 quarters since. 287 funds tracked by Wall St. Rank hold RWR as of Q2 2026.

Investors Research Corp held 45 shares of State Street SPDR Dow Jones REIT ETF worth $5.08K as of Q2 2026.
Investors Research Corp left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #611 holding.
Investors Research Corp first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2019 and has held it in 21 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.