Advyzon Investment Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Advyzon Investment Management’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	$201K	Buy	+9,117	New	+$202K	0.01%	738
2026 Q1	–	Sell	-15,494	Closed	-$344K	–	711
2025 Q4	$344K	Buy	15,494 +841	+6%	+$18.7K	0.04%	415
2025 Q3	$322K	Buy	14,653 +7	+0%	+$156	0.06%	307
2025 Q2	$313K	Buy	14,646 +256	+2%	+$5.38K	0.07%	269
2025 Q1	$323K	Buy	14,390 +594	+4%	+$13.4K	0.11%	165
2024 Q4	$295K	Buy	+13,796	New	+$313K	0.11%	162

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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

Advyzon Investment Management's REM Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in iShares Mortgage Real Estate ETF (REM) in Q2 2026: 9,117 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Advyzon Investment Management previously reported a position in REM as recently as Q4 2025.

Advyzon Investment Management first reported a position in REM in Q4 2024 and has held it in 6 quarters since. The position peaked at $344K in Q4 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Advyzon Investment Management held 9,117 shares of iShares Mortgage Real Estate ETF worth $201K as of Q2 2026.
iShares Mortgage Real Estate ETF was a new Advyzon Investment Management position in Q2 2026.
iShares Mortgage Real Estate ETF made up 0.01% of Advyzon Investment Management's portfolio in Q2 2026, its #738 holding.
Advyzon Investment Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's iShares Mortgage Real Estate ETF position peaked at $344K in Q4 2025.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.