Arax Advisory Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Arax Advisory Partners’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	$67	Buy	3 +1	+50%	+$22	﹤0.01%	5151
2026 Q1	$65	Sell	2 -1	-33%	-$22	﹤0.01%	3646
2025 Q4	$67	Buy	+3	New	+$67	﹤0.01%	3882
2025 Q3	–	Sell	-3	Closed	-$65	–	4137
2025 Q2	$65	Hold	3	–	–	﹤0.01%	2994
2025 Q1	$68	Buy	+3	New	+$68	﹤0.01%	2626

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

Arax Advisory Partners's REM Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Mortgage Real Estate ETF (REM) stake by 50% in Q2 2026, buying an estimated $22 and bringing the position to 3 shares worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #5151.

Arax Advisory Partners first reported a position in REM in Q1 2025 and has held it in 5 quarters since. The position peaked at $68 in Q1 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Arax Advisory Partners held 3 shares of iShares Mortgage Real Estate ETF worth $67 as of Q2 2026.
Arax Advisory Partners bought 1 iShares Mortgage Real Estate ETF share in Q2 2026, an estimated $22.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #5151 holding.
Arax Advisory Partners first reported a position in iShares Mortgage Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
Arax Advisory Partners's iShares Mortgage Real Estate ETF position peaked at $68 in Q1 2025.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.