Advisornet Financial’s iShares Mortgage Real Estate ETF REM Stock Holding History

Advisornet Financial’s Portfolio REM Stock Details REM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.56M	Buy	342,996 +54,526	+19%	+$1.21M	0.35%	62
2026 Q1	$6.19M	Buy	288,470 +6,577	+2%	+$148K	0.32%	71
2025 Q4	$6.25M	Buy	+281,893	New	+$6.27M	0.33%	68
2022 Q2	–	Sell	-2,000	Closed	-$65K	–	2102
2022 Q1	$65K	Hold	2,000	–	–	﹤0.01%	883
2021 Q4	$69K	Hold	2,000	–	–	﹤0.01%	913
2021 Q3	$72K	Hold	2,000	–	–	0.01%	898
2021 Q2	$74K	Hold	2,000	–	–	﹤0.01%	870
2021 Q1	$71K	Hold	2,000	–	–	0.01%	850
2020 Q4	$64K	Hold	2,000	–	–	0.01%	806
2020 Q3	$52K	Hold	2,000	–	–	﹤0.01%	840
2020 Q2	$50K	Hold	2,000	–	–	﹤0.01%	860
2020 Q1	$37K	Buy	+2,000	New	+$80.4K	﹤0.01%	894

Other funds holding REM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Advisornet Financial's REM Position: Q2 2026 in Review

Advisornet Financial increased its iShares Mortgage Real Estate ETF (REM) stake by 19% in Q2 2026, buying an estimated $1.21M and bringing the position to 342,996 shares worth $7.56M. The position accounts for 0.35% of the portfolio, ranked #62.

Advisornet Financial first reported a position in REM in Q1 2020 and has held it in 12 quarters since. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Advisornet Financial held 342,996 shares of iShares Mortgage Real Estate ETF worth $7.56M as of Q2 2026.
Advisornet Financial bought 54,526 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $1.21M.
iShares Mortgage Real Estate ETF made up 0.35% of Advisornet Financial's portfolio in Q2 2026, its #62 holding.
Advisornet Financial first reported a position in iShares Mortgage Real Estate ETF in Q1 2020 and has held it in 12 quarters since.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.