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SPDR DJ Wilshire REIT shares owned by ICA Group Wealth Management

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

Historical chart of ICA Group Wealth Management investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR DJ Wilshire REIT by ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $491k 5.1k 95.33
2023-09-30 $332k 4.0k 82.85
2023-06-30 $341k 3.8k 90.45
2023-03-31 $301k 3.4k 88.77
2022-12-31 $265k 3.0k 87.31

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (FDL)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (VLU)
Ishares Core MF Closed and MF Open (IVV)
Invesco S&p MF Closed and MF Open (XMHQ)
Vanguard Value MF Closed and MF Open (VTV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard Information MF Closed and MF Open (VGT)
First Trust MF Closed and MF Open (FIXD)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FTCS)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for ICA Group Wealth Management

Top funds holding SPDR DJ Wilshire REIT

Charles Schwab Investment Management
Wells Fargo & Company
Bank of America Corporation
Branch Banking & Trust Company
Goldman Sachs Group
Patton Fund Management
Creative Planning
Royal Bank of Canada
Private Advisor
UBS Group
Capital Advisors
Stratos Wealth Partners
Citizens Financial Group
Cullen Frost Bankers
Bank of New York Mellon

View all funds holding SPDR DJ Wilshire REIT