Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio RLY Stock Details RLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$678K Sell
18,766
-268
-1% -$9.29K 0.09% 73
2025
Q4 		$652K Sell
19,034
-1,497
-7% -$47K 0.08% 77
2025
Q3 		$634K Buy
20,531
+5
+0% +$150 0.08% 74
2025
Q2 		$597K Sell
20,526
-517
-2% -$14.7K 0.08% 70
2025
Q1 		$601K Sell
21,043
-2,381
-10% -$66.7K 0.09% 63
2024
Q4 		$633K Buy
23,424
+17
+0.1% +$482 0.1% 65
2024
Q3 		$673K Sell
23,407
-2,352
-9% -$65.7K 0.13% 48
2024
Q2 		$712K Sell
25,759
-1,114
-4% -$31.4K 0.14% 56
2024
Q1 		$751K Buy
+26,873
New +$719K 0.15% 54
2023
Q4 		– Sell
-27,575
Closed -$743K – 409
2023
Q3 		$743K Sell
27,575
-269
-1% -$7.35K 0.17% 51
2023
Q2 		$741K Sell
27,844
-1,527
-5% -$41.5K 0.19% 37
2023
Q1 		$810K Sell
29,371
-3,917
-12% -$109K 0.22% 35
2022
Q4 		$917K Sell
33,288
-3,164
-9% -$88.6K 0.27% 34
2022
Q3 		$945K Sell
36,452
-24,625
-40% -$689K 0.32% 24
2022
Q2 		$1.71M Sell
61,077
-2,515
-4% -$76.7K 0.54% 23
2022
Q1 		$1.96M Buy
63,592
+51,941
+446% +$1.5M 0.57% 25
2021
Q4 		$318K Sell
11,651
-54,196
-82% -$1.6M 0.14% 33
2021
Q3 		$1.88M Sell
65,847
-685
-1% -$19.6K 0.56% 26
2021
Q2 		$1.9M Sell
66,532
-4,802
-7% -$136K 0.57% 28
2021
Q1 		$1.9M Sell
71,334
-29,242
-29% -$763K 0.66% 28
2020
Q4 		$2.48M Buy
+100,576
New +$2.34M 0.95% 25

Other funds holding RLY

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Legacy Financial Group (Iowa)'s RLY Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 1.4% in Q1 2026, selling an estimated $9.29K and leaving 18,766 shares worth $678K. The position accounts for 0.09% of the portfolio, ranked #73.

Legacy Financial Group (Iowa) first reported a position in RLY in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.48M in Q4 2020. 151 funds tracked by Wall St. Rank hold RLY as of Q1 2026.

  • Legacy Financial Group (Iowa) held 18,766 shares of State Street Multi-Asset Real Return ETF worth $678K as of Q1 2026.
  • Legacy Financial Group (Iowa) sold 268 State Street Multi-Asset Real Return ETF shares in Q1 2026, an estimated $9.29K.
  • State Street Multi-Asset Real Return ETF made up 0.09% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #73 holding.
  • Legacy Financial Group (Iowa) first reported a position in State Street Multi-Asset Real Return ETF in Q4 2020 and has held it in 21 quarters since.
  • Legacy Financial Group (Iowa)'s State Street Multi-Asset Real Return ETF position peaked at $2.48M in Q4 2020.
  • 151 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.