CAPTRUST Financial Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Sell |
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|
2025
Q1 | $718K | Buy |
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|
2024
Q4 | $675K | Sell |
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|
2024
Q3 | $985K | Buy |
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|
2024
Q2 | $913K | Sell |
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|
2024
Q1 | $980K | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $906K | Sell |
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|
2023
Q2 | $1.75M | Sell |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.72M | Sell |
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|
2022
Q1 | $2.36M | Buy |
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|
2021
Q4 | $2.42M | Sell |
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|
2021
Q3 | $2.64M | Sell |
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|
2021
Q2 | $3.48M | Sell |
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|
2021
Q1 | $4.25M | Sell |
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|
2020
Q4 | $4.19M | Buy |
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|
2020
Q3 | $3.14M | Sell |
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|
2020
Q2 | $3.24M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $22K | Sell |
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|
2018
Q4 | $25K | Hold |
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|
2018
Q3 | $28K | Hold |
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|
2018
Q2 | $28K | Hold |
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|
2018
Q1 | $26K | Sell |
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|
2017
Q4 | $35K | Hold |
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|
2017
Q3 | $32K | Buy |
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|
2017
Q2 | $23K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $21K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $21K | Hold |
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|
2016
Q1 | $19K | Hold |
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|
2015
Q4 | $19K | Hold |
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|
2015
Q3 | $20K | Sell |
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|
2015
Q2 | $32K | Sell |
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|
2015
Q1 | $47.7K | Buy |
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|
2014
Q4 | $47K | Buy |
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