AE Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
29,425
+840
| +3% | +$18K | ﹤0.01% | 845 |
|
|
2025
Q1 | $641K | Sell |
28,585
-1,716
| -6% | -$38.5K | 0.01% | 844 |
|
|
2024
Q4 | $647K | Buy |
30,301
+219
| +0.7% | +$4.68K | 0.01% | 824 |
|
|
2024
Q3 | $714K | Buy |
30,082
+223
| +0.7% | +$5.29K | 0.01% | 792 |
|
|
2024
Q2 | $662K | Sell |
29,859
-678
| -2% | -$15K | 0.01% | 806 |
|
|
2024
Q1 | $710K | Sell |
30,537
-217,222
| -88% | -$5.05M | 0.01% | 737 |
|
|
2023
Q4 | $5.82M | Buy |
247,759
+20,313
| +9% | +$477K | 0.03% | 550 |
|
|
2023
Q3 | $5.08M | Buy |
227,446
+194,304
| +586% | +$4.34M | 0.03% | 535 |
|
|
2023
Q2 | $782K | Sell |
33,142
-1,917
| -5% | -$45.2K | ﹤0.01% | 1179 |
|
|
2023
Q1 | $766K | Buy |
35,059
+1,450
| +4% | +$31.7K | ﹤0.01% | 1151 |
|
|
2022
Q4 | $763K | Sell |
33,609
-43,747
| -57% | -$993K | 0.01% | 1103 |
|
|
2022
Q3 | $1.62M | Buy |
77,356
+31,801
| +70% | +$666K | 0.01% | 769 |
|
|
2022
Q2 | $1.22M | Buy |
45,555
+2,087
| +5% | +$55.8K | 0.01% | 821 |
|
|
2022
Q1 | $1.42M | Buy |
43,468
+5,539
| +15% | +$181K | 0.01% | 803 |
|
|
2021
Q4 | $1.31M | Sell |
37,929
-6,527
| -15% | -$225K | 0.01% | 839 |
|
|
2021
Q3 | $1.61M | Sell |
44,456
-59,964
| -57% | -$2.17M | 0.01% | 714 |
|
|
2021
Q2 | $3.88M | Buy |
104,420
+87,888
| +532% | +$3.26M | 0.03% | 437 |
|
|
2021
Q1 | $583K | Sell |
16,532
-962
| -5% | -$33.9K | 0.01% | 958 |
|
|
2020
Q4 | $557K | Sell |
17,494
-2,605
| -13% | -$82.9K | 0.01% | 921 |
|
|
2020
Q3 | $518K | Sell |
20,099
-6,899
| -26% | -$178K | 0.01% | 872 |
|
|
2020
Q2 | $671K | Buy |
26,998
+4,553
| +20% | +$113K | 0.01% | 750 |
|
|
2020
Q1 | $420K | Buy |
22,445
+9,665
| +76% | +$181K | 0.01% | 736 |
|
|
2019
Q4 | $569K | Buy |
12,780
+2,295
| +22% | +$102K | 0.01% | 698 |
|
|
2019
Q3 | $442K | Buy |
10,485
+530
| +5% | +$22.3K | 0.01% | 658 |
|
|
2019
Q2 | $420K | Buy |
9,955
+2,527
| +34% | +$107K | 0.01% | 637 |
|
|
2019
Q1 | $322K | Buy |
+7,428
| New | +$322K | 0.02% | 440 |
|