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CreativeOne Wealth’s iShares Mortgage Real Estate ETF REM Stock Holding History

CreativeOne Wealth’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 		$452K Buy
20,508
+258
+1% +$5.71K 0.01% 836
2026
Q1 		$435K Buy
20,250
+908
+5% +$20.4K 0.01% 859
2025
Q4 		$429K Sell
19,342
-19
-0.1% -$423 0.01% 840
2025
Q3 		$425K Buy
19,361
+1,263
+7% +$28.1K 0.01% 824
2025
Q2 		$387K Buy
18,098
+1,968
+12% +$41.3K 0.01% 835
2025
Q1 		$362K Buy
16,130
+1,640
+11% +$37K 0.01% 799
2024
Q4 		$309K Buy
14,490
+1,340
+10% +$30.4K 0.01% 867
2024
Q3 		$312K Sell
13,150
-353
-3% -$8.29K 0.01% 766
2024
Q2 		$299K Buy
13,503
+1,081
+9% +$24.1K 0.02% 623
2024
Q1 		$289K Sell
12,422
-230
-2% -$5.21K 0.01% 730
2023
Q4 		$298K Buy
+12,652
New +$279K 0.02% 503
2023
Q3 		– Sell
-15,422
Closed -$364K – 772
2023
Q2 		$364K Buy
15,422
+2,055
+15% +$45K 0.02% 583
2023
Q1 		$292K Buy
13,367
+2,812
+27% +$67.1K 0.01% 644
2022
Q4 		$240K Buy
+10,555
New +$246K 0.01% 646
2022
Q3 		– Sell
-8,914
Closed -$238K – 760
2022
Q2 		$238K Buy
8,914
+180
+2% +$5.33K 0.01% 624
2022
Q1 		$285K Buy
8,734
+569
+7% +$18.7K 0.01% 595
2021
Q4 		$282K Sell
8,165
-332
-4% -$12.1K 0.01% 605
2021
Q3 		$307K Buy
+8,497
New +$309K 0.02% 547

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CreativeOne Wealth's REM Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares Mortgage Real Estate ETF (REM) stake by 1.3% in Q2 2026, buying an estimated $5.71K and bringing the position to 20,508 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #836.

CreativeOne Wealth first reported a position in REM in Q3 2021 and has held it in 18 quarters since. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • CreativeOne Wealth held 20,508 shares of iShares Mortgage Real Estate ETF worth $452K as of Q2 2026.
  • CreativeOne Wealth bought 258 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $5.71K.
  • iShares Mortgage Real Estate ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #836 holding.
  • CreativeOne Wealth first reported a position in iShares Mortgage Real Estate ETF in Q3 2021 and has held it in 18 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.