Ironwood Financial’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-23	Closed	-$2K	–	450
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	519
2021 Q2	$2K	Buy	23 +9	+64%	+$922	﹤0.01%	508
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	518
2020 Q4	$1K	Hold	14	–	–	﹤0.01%	469
2020 Q3	$1K	Hold	14	–	–	﹤0.01%	418
2020 Q2	$1K	Buy	+14	New	+$1.07K	﹤0.01%	390

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ironwood Financial's RWR Position: Q4 2021 in Review

Ironwood Financial sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2021, closing a stake of 23 shares — an estimated $2K sold.

Ironwood Financial first reported a position in RWR in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 278 funds tracked by Wall St. Rank hold RWR as of Q4 2021.

Ironwood Financial reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 23 State Street SPDR Dow Jones REIT ETF shares in Q4 2021, an estimated $2K.
Ironwood Financial first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2020 and held it in 6 quarters.
Ironwood Financial's State Street SPDR Dow Jones REIT ETF position peaked at $2K in Q3 2021.
278 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.