Ironwood Wealth Management (Arizona)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Ironwood Wealth Management (Arizona)’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
2026 Q2	$42.1K	Hold	847	–	–	0.01%	48
2026 Q1	$38.8K	Sell	847 -65	-7%	-$3.07K	0.01%	43
2025 Q4	$41.1K	Hold	912	–	–	0.01%	41
2025 Q3	$41.7K	Hold	912	–	–	0.01%	36
2025 Q2	$40.3K	Sell	912 -3,583	-80%	-$156K	0.01%	38
2025 Q1	$196K	Hold	4,495	–	–	0.06%	33
2024 Q4	$193K	Buy	4,495 +65	+1%	+$2.95K	0.06%	35
2024 Q3	$211K	Sell	4,430 -27	-0.6%	-$1.22K	0.06%	36
2024 Q2	$185K	Buy	4,457 +4,166	+1,432%	+$172K	0.06%	36
2024 Q1	$12.5K	Sell	291 -1,238	-81%	-$52.3K	﹤0.01%	42
2023 Q4	$66.8K	Buy	1,529 +1,466	+2,327%	+$57.9K	0.02%	38
2023 Q3	$2.41K	Sell	63 -1,396	-96%	-$57.3K	﹤0.01%	45
2023 Q2	$59.9K	Buy	1,459 +910	+166%	+$37.2K	0.02%	36
2023 Q1	$22.6K	Buy	549 +486	+771%	+$20.6K	0.01%	38
2022 Q4	$2.58K	Sell	63 -10	-14%	-$405	﹤0.01%	45
2022 Q3	$3K	Hold	73	–	–	﹤0.01%	53
2022 Q2	$3K	Sell	73 -622	-89%	-$30.5K	﹤0.01%	53
2022 Q1	$38K	Buy	695 +619	+814%	+$32.8K	0.02%	44
2021 Q4	$4K	Hold	76	–	–	﹤0.01%	47
2021 Q3	$4K	Buy	76 +3	+4%	+$160	﹤0.01%	47
2021 Q2	$4K	Buy	73 +1	+1%	+$51	﹤0.01%	47
2021 Q1	$3K	Buy	72 +11	+18%	+$502	﹤0.01%	45
2020 Q4	$3K	Sell	61 -180	-75%	-$7.6K	﹤0.01%	47
2020 Q3	$9K	Hold	241	–	–	0.01%	39
2020 Q2	$9K	Buy	241 +25	+12%	+$955	0.01%	39
2020 Q1	$8K	Sell	216 -473	-69%	-$22.5K	0.01%	46
2019 Q4	$35K	Buy	689 +1	+0.1%	+$52	0.02%	42
2019 Q3	$36K	Sell	688 -1,903	-73%	-$96.6K	0.03%	43
2019 Q2	$129K	Sell	2,591 -6,338	-71%	-$317K	0.1%	36
2019 Q1	$447K	Sell	8,929 -369	-4%	-$17.8K	0.38%	24
2018 Q4	$412K	Buy	9,298 +259	+3%	+$12K	0.4%	22
2018 Q3	$430K	Buy	9,039 +110	+1%	+$5.32K	0.38%	21
2018 Q2	$430K	Buy	+8,929	New	+$421K	0.4%	22
2017 Q3	$227K	Buy	+4,760	New	+$228K	0.21%	28

Other funds holding RWO

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s RWO Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2026 at 847 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #48.

Ironwood Wealth Management (Arizona) first reported a position in RWO in Q3 2017 and has held it in 34 quarters since. The position peaked at $447K in Q1 2019. 89 funds tracked by Wall St. Rank hold RWO as of Q2 2026.

Ironwood Wealth Management (Arizona) held 847 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $42.1K as of Q2 2026.
Ironwood Wealth Management (Arizona) left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #48 holding.
Ironwood Wealth Management (Arizona) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2017 and has held it in 34 quarters since.
Ironwood Wealth Management (Arizona)'s State Street SPDR Dow Jones Global Real Estate ETF position peaked at $447K in Q1 2019.
89 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.