Cerity Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,135
| Closed | -$250K | – | 2729 |
|
|
2025
Q1 | $250K | Hold |
11,135
| – | – | ﹤0.01% | 2106 |
|
|
2024
Q4 | $238K | Sell |
11,135
-10
| -0.1% | -$213 | ﹤0.01% | 2158 |
|
|
2024
Q3 | $264K | Hold |
11,145
| – | – | ﹤0.01% | 2144 |
|
|
2024
Q2 | $247K | Buy |
+11,145
| New | +$247K | ﹤0.01% | 1918 |
|
|
2022
Q2 | – | Sell |
-6,414
| Closed | -$210K | – | 1229 |
|
|
2022
Q1 | $210K | Sell |
6,414
-28
| -0.4% | -$917 | ﹤0.01% | 852 |
|
|
2021
Q4 | $222K | Buy |
+6,442
| New | +$222K | ﹤0.01% | 896 |
|