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B. Riley Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

B. Riley Wealth 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
2021
Q4 		– Sell
-23,069
Closed -$835K – 1475
2021
Q3 		$835K Hold
23,069
– – 0.03% 579
2021
Q2 		$857K Sell
23,069
-190
-0.8% -$6.96K 0.03% 567
2021
Q1 		$821K Sell
23,259
-237
-1% -$7.93K 0.03% 541
2020
Q4 		$749K Sell
23,496
-660
-3% -$19.1K 0.04% 404
2020
Q3 		$623K Sell
24,156
-114
-0.5% -$2.96K 0.03% 455
2020
Q2 		$604K Buy
24,270
+1,881
+8% +$42.1K 0.04% 392
2020
Q1 		$419K Buy
22,389
+14,551
+186% +$585K 0.04% 440
2019
Q4 		$349K Buy
7,838
+117
+2% +$5.07K 0.03% 540
2019
Q3 		$326K Buy
+7,721
New +$326K 0.03% 561
2018
Q2 		– Sell
-5,000
Closed -$213K – 718
2018
Q1 		$213K Sell
5,000
-683
-12% -$29.1K 0.03% 565
2017
Q4 		$257K Sell
5,683
-92
-2% -$4.23K 0.03% 503
2017
Q3 		$271K Buy
5,775
+540
+10% +$25.2K 0.05% 410
2017
Q2 		$243K Buy
5,235
+455
+10% +$21.1K 0.04% 428
2017
Q1 		$217K Sell
4,780
-12
-0.3% -$528 0.04% 446
2016
Q4 		$202K Sell
4,792
-4,641
-49% -$194K 0.04% 463
2016
Q3 		$397K Buy
9,433
+1,948
+26% +$82.6K 0.08% 321
2016
Q2 		$308K Buy
7,485
+293
+4% +$11.8K 0.06% 389
2016
Q1 		$278K Buy
7,192
+7
+0.1% +$258 0.06% 369
2015
Q4 		$275K Sell
7,185
-611
-8% -$24.3K 0.06% 392
2015
Q3 		$310K Buy
7,796
+195
+3% +$8.3K 0.07% 345
2015
Q2 		$322K Buy
7,601
+154
+2% +$7.11K 0.08% 310
2015
Q1 		$348K Sell
7,447
-4,788
-39% -$225K 0.08% 312
2014
Q4 		$3.34K Buy
12,235
+6,560
+116% +$322K 0.07% 350
2014
Q3 		$268K Buy
5,675
+2,208
+64% +$111K 0.07% 395
2014
Q2 		$175K Sell
3,467
-383
-10% -$19.2K 0.04% 497
2014
Q1 		$189K Buy
+3,850
New +$190K 0.06% 405

Other funds holding REM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's REM Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2021, closing a stake of 23,069 shares — an estimated $835K sold.

B. Riley Wealth Advisors first reported a position in REM in Q1 2014 and held it in 26 quarters. The position peaked at $857K in Q2 2021. 158 funds tracked by Wall St. Rank hold REM as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 23,069 iShares Mortgage Real Estate ETF shares in Q4 2021, an estimated $835K.
  • B. Riley Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q1 2014 and held it in 26 quarters.
  • B. Riley Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $857K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.