Avantax Advisory Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$528K	Sell	24,691 -7,247	-23%	-$152K	﹤0.01%	1555
2025 Q1	$717K	Buy	31,938 +6,896	+28%	+$156K	﹤0.01%	1286
2024 Q4	$535K	Buy	25,042 +6,120	+32%	+$139K	﹤0.01%	1398
2024 Q3	$449K	Buy	18,922 +3,662	+24%	+$86K	﹤0.01%	1485
2024 Q2	$338K	Buy	15,260 +3,917	+35%	+$87.5K	﹤0.01%	1614
2024 Q1	$264K	Buy	+11,343	New	+$257K	﹤0.01%	1376
2020 Q4	–	Sell	-13,208	Closed	-$340K	–	1268
2020 Q3	$340K	Buy	+13,208	New	+$343K	0.01%	964

Other funds holding REM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Avantax Advisory Services's REM Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Mortgage Real Estate ETF (REM) stake by 23% in Q2 2025, selling an estimated $152K and leaving 24,691 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Avantax Advisory Services first reported a position in REM in Q3 2020 and has held it in 7 quarters since. The position peaked at $717K in Q1 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2025.

Avantax Advisory Services held 24,691 shares of iShares Mortgage Real Estate ETF worth $528K as of Q2 2025.
Avantax Advisory Services sold 7,247 iShares Mortgage Real Estate ETF shares in Q2 2025, an estimated $152K.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1555 holding.
Avantax Advisory Services first reported a position in iShares Mortgage Real Estate ETF in Q3 2020 and has held it in 7 quarters since.
Avantax Advisory Services's iShares Mortgage Real Estate ETF position peaked at $717K in Q1 2025.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.