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

Antonelli Financial Advisors’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 		$409K Sell
18,561
-1,842
-9% -$40.8K 0.28% 38
2026
Q1 		$438K Buy
+20,403
New +$458K 0.3% 36

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Antonelli Financial Advisors's REM Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its iShares Mortgage Real Estate ETF (REM) stake by 9% in Q2 2026, selling an estimated $40.8K and leaving 18,561 shares worth $409K. The position accounts for 0.28% of the portfolio, ranked #38.

Antonelli Financial Advisors first reported a position in REM in Q1 2026 and has held it in 2 quarters since. The position peaked at $438K in Q1 2026. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Antonelli Financial Advisors held 18,561 shares of iShares Mortgage Real Estate ETF worth $409K as of Q2 2026.
  • Antonelli Financial Advisors sold 1,842 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $40.8K.
  • iShares Mortgage Real Estate ETF made up 0.28% of Antonelli Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Antonelli Financial Advisors first reported a position in iShares Mortgage Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • Antonelli Financial Advisors's iShares Mortgage Real Estate ETF position peaked at $438K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.