BCM
REM icon

Brookstone Capital Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Brookstone Capital Management’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 		$220K Sell
9,976
-1,382
-12% -$30.6K ﹤0.01% 1224
2026
Q1 		$244K Sell
11,358
-338
-3% -$7.59K ﹤0.01% 1099
2025
Q4 		$259K Sell
11,696
-667
-5% -$14.8K ﹤0.01% 1033
2025
Q3 		$272K Sell
12,363
-6,215
-33% -$138K ﹤0.01% 1007
2025
Q2 		$397K Sell
18,578
-3,900
-17% -$81.9K 0.01% 814
2025
Q1 		$504K Sell
22,478
-6,231
-22% -$141K 0.01% 712
2024
Q4 		$613K Sell
28,709
-3,384
-11% -$76.7K 0.01% 640
2024
Q3 		$762K Sell
32,093
-4,551
-12% -$107K 0.01% 580
2024
Q2 		$889K Sell
36,644
-3,606
-9% -$80.5K 0.01% 522
2024
Q1 		$935K Sell
40,250
-2,825
-7% -$64K 0.02% 506
2023
Q4 		$1.02M Sell
43,075
-5,289
-11% -$117K 0.02% 456
2023
Q3 		$983K Sell
48,364
-21,472
-31% -$510K 0.02% 429
2023
Q2 		$1.62M Sell
69,836
-5,138
-7% -$112K 0.03% 354
2023
Q1 		$1.64M Sell
74,974
-11,145
-13% -$266K 0.03% 353
2022
Q4 		$2.05M Sell
86,119
-8,218
-9% -$192K 0.04% 308
2022
Q3 		$1.99M Sell
94,337
-30,824
-25% -$866K 0.05% 286
2022
Q2 		$3.45M Sell
125,161
-11,496
-8% -$340K 0.08% 213
2022
Q1 		$4.27M Sell
136,657
-3,073
-2% -$101K 0.08% 207
2021
Q4 		$4.89M Sell
139,730
-56,025
-29% -$2.05M 0.08% 181
2021
Q3 		$7.33M Buy
195,755
+2,847
+1% +$104K 0.13% 141
2021
Q2 		$6.98M Buy
+192,908
New +$7.07M 0.13% 150
2020
Q1 		– Sell
-7,680
Closed -$342K – 403
2019
Q4 		$342K Buy
+7,680
New +$333K 0.02% 317
2019
Q3 		– Sell
-14,794
Closed -$624K – 469
2019
Q2 		$624K Sell
14,794
-4,289
-22% -$184K 0.04% 219
2019
Q1 		$827K Sell
19,083
-7,381
-28% -$317K 0.05% 160
2018
Q4 		$1.06M Sell
26,464
-2,936
-10% -$125K 0.08% 125
2018
Q3 		$1.28M Sell
29,400
-8,476
-22% -$378K 0.1% 162
2018
Q2 		$1.65M Buy
+37,876
New +$1.64M 0.14% 128
2017
Q4 		– Sell
-39,778
Closed -$1.86M – 340
2017
Q3 		$1.86M Sell
39,778
-2,553
-6% -$119K 0.17% 116
2017
Q2 		$1.96M Sell
42,331
-17,846
-30% -$829K 0.19% 117
2017
Q1 		$2.73M Sell
60,177
-26,560
-31% -$1.17M 0.28% 98
2016
Q4 		$3.65M Buy
86,737
+26,838
+45% +$1.12M 0.4% 96
2016
Q3 		$2.52M Buy
59,899
+3,445
+6% +$146K 0.28% 102
2016
Q2 		$2.32M Buy
+56,454
New +$2.26M 0.3% 96
2015
Q4 		– Sell
-1,241
Closed -$49K – 715
2015
Q3 		$49K Sell
1,241
-1,180
-49% -$50.2K 0.01% 426
2015
Q2 		$102K Sell
2,421
-12,213
-83% -$564K 0.01% 336
2015
Q1 		$684K Buy
14,634
+10,614
+264% +$499K 0.1% 99
2014
Q4 		$188K Sell
4,020
-1,820
-31% -$89.4K 0.03% 161
2014
Q3 		$275K Sell
5,840
-1,858
-24% -$93.3K 0.05% 131
2014
Q2 		$389K Sell
7,698
-60,604
-89% -$3.03M 0.08% 71
2014
Q1 		$3.35M Sell
68,302
-42,940
-39% -$2.12M 0.85% 18
2013
Q4 		$5.13M Buy
+111,242
New +$5.26M 1.47% 16

Other funds holding REM

VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Brookstone Capital Management's REM Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares Mortgage Real Estate ETF (REM) stake by 12% in Q2 2026, selling an estimated $30.6K and leaving 9,976 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Brookstone Capital Management first reported a position in REM in Q4 2013 and has held it in 41 quarters since. The position peaked at $7.33M in Q3 2021. 10 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Brookstone Capital Management held 9,976 shares of iShares Mortgage Real Estate ETF worth $220K as of Q2 2026.
  • Brookstone Capital Management sold 1,382 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $30.6K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1224 holding.
  • Brookstone Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2013 and has held it in 41 quarters since.
  • Brookstone Capital Management's iShares Mortgage Real Estate ETF position peaked at $7.33M in Q3 2021.
  • 10 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.