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SPDR DJ Wilshire REIT shares owned by IAG Wealth Partners

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by IAG Wealth Partners from 13F filings

Historical chart of IAG Wealth Partners investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 207 106.73

More positions owned by IAG Wealth Partners

Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPDW)
Wisdomtree U S MF Closed and MF Open (DLN)
Goldman Sachs MF Closed and MF Open (GSLC)
New York Life MF Closed and MF Open (MMIT)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Invesco Large MF Closed and MF Open (PWV)
Vanguard Growth MF Closed and MF Open (VUG)
Jp Morgan MF Closed and MF Open (JMUB)
Vaneck Natural MF Closed and MF Open (HAP)
Ishares Morningstar MF Closed and MF Open (IMCG)
Spdr Portfolio MF Closed and MF Open (SPTM)
Hartford Schroders MF Closed and MF Open (HTAB)

View all positions for IAG Wealth Partners

Top funds holding SPDR DJ Wilshire REIT

Northern Trust
Charles Schwab Investment Management
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Mason Street Advisors
Morgan Stanley
BlackRock
Bank of America Corporation
BlackRock
Envestnet Asset Management
Branch Banking & Trust Company
LPL Financial
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Patton Fund Management

View all funds holding SPDR DJ Wilshire REIT