Iron Horse Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Iron Horse Wealth Management’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.68K	Hold	106	–	–	﹤0.01%	384
2025 Q1	$4.63K	Sell	106 -15	-12%	-$655	﹤0.01%	370
2024 Q4	$5.19K	Hold	121	–	–	﹤0.01%	302
2024 Q3	$5.75K	Hold	121	–	–	﹤0.01%	289
2024 Q2	$5.03K	Hold	121	–	–	﹤0.01%	274
2024 Q1	$5.18K	Sell	121 -75	-38%	-$3.17K	﹤0.01%	250
2023 Q4	$8.57K	Hold	196	–	–	﹤0.01%	209
2023 Q3	$7.49K	Hold	196	–	–	﹤0.01%	220
2023 Q2	$8.05K	Hold	196	–	–	﹤0.01%	164
2023 Q1	$8.07K	Hold	196	–	–	﹤0.01%	172
2022 Q4	$8K	Hold	196	–	–	﹤0.01%	135
2022 Q3	$8K	Hold	196	–	–	0.01%	94
2022 Q2	$9K	Hold	196	–	–	0.01%	128
2022 Q1	$11K	Sell	196 -60	-23%	-$3.17K	0.01%	128
2021 Q4	$14K	Hold	256	–	–	0.01%	113
2021 Q3	$13K	Hold	256	–	–	0.01%	104
2021 Q2	$13K	Hold	256	–	–	0.01%	108
2021 Q1	$12K	Hold	256	–	–	0.01%	103
2020 Q4	$11K	Buy	+256	New	+$10.8K	0.01%	101

Other funds holding RWO

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

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

Iron Horse Wealth Management's RWO Position: Q2 2025 in Review

Iron Horse Wealth Management held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2025 at 106 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Iron Horse Wealth Management first reported a position in RWO in Q4 2020 and has held it in 19 quarters since. The position peaked at $14K in Q4 2021. 217 funds tracked by Wall St. Rank hold RWO as of Q2 2025.

Iron Horse Wealth Management held 106 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $4.68K as of Q2 2025.
Iron Horse Wealth Management left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2025.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #384 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $14K in Q4 2021.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.