Cascade Financial Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Cascade Financial Partners’s Portfolio REM Stock Details REM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$317K	Sell
2025 Q2	$373K	Hold
2025 Q1	$392K	Sell
2024 Q4	$411K	Buy
2024 Q3	$346K	Sell
2024 Q2	$359K	Hold
2024 Q1	$352K	Buy