Wolff Wiese Magana’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Wolff Wiese Magana’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	$4.97K	Hold	44	–	–	﹤0.01%	641
2026 Q1	$4.44K	Hold	44	–	–	﹤0.01%	624
2025 Q4	$4.32K	Hold	44	–	–	﹤0.01%	614
2025 Q3	$4.41K	Hold	44	–	–	﹤0.01%	619
2025 Q2	$4.24K	Hold	44	–	–	﹤0.01%	596
2025 Q1	$4.36K	Hold	44	–	–	﹤0.01%	600
2024 Q4	$4.35K	Hold	44	–	–	﹤0.01%	575
2024 Q3	$4.7K	Hold	44	–	–	﹤0.01%	588
2024 Q2	$4.1K	Buy	+44	New	+$3.99K	﹤0.01%	448

Other funds holding RWR

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return