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

Allworth 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
Q1 		$1.55K Hold
72
– – ﹤0.01% 4431
2025
Q4 		$1.59K Sell
72
-883
-92% -$19.6K ﹤0.01% 4212
2025
Q3 		$21K Buy
955
+887
+1,304% +$19.8K ﹤0.01% 2677
2025
Q2 		$1.45K Buy
68
+2
+3% +$42 ﹤0.01% 3835
2025
Q1 		$1.36K Hold
66
– – ﹤0.01% 3356
2024
Q4 		$1.43K Sell
66
-186
-74% -$4.22K ﹤0.01% 3279
2024
Q3 		$5.98K Buy
252
+1
+0.4% +$23 ﹤0.01% 2491
2024
Q2 		$5.99K Buy
251
+2
+0.8% +$45 ﹤0.01% 2434
2024
Q1 		$5.79K Buy
249
+60
+32% +$1.36K ﹤0.01% 2346
2023
Q4 		$4.46K Hold
189
– – ﹤0.01% 2321
2023
Q3 		$4.22K Hold
189
– – ﹤0.01% 2187
2023
Q2 		$4.46K Hold
189
– – ﹤0.01% 2157
2023
Q1 		$4.13K Hold
189
– – ﹤0.01% 2114
2022
Q4 		$4.29K Hold
189
– – ﹤0.01% 1955
2022
Q3 		$4K Hold
189
– – ﹤0.01% 1966
2022
Q2 		$5K Hold
189
– – ﹤0.01% 1763
2022
Q1 		$6K Buy
+189
New +$6.22K ﹤0.01% 1600

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