CX Institutional’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $7K | Buy |
400
+5
| +1% | +$107 | ﹤0.01% | 1405 |
|
|
2026
Q2 | $9K | Sell |
395
-4
| -1% | -$89 | ﹤0.01% | 1313 |
|
|
2026
Q1 | $9K | Sell |
399
-66
| -14% | -$1.48K | ﹤0.01% | 1317 |
|
|
2025
Q4 | $10K | Buy |
465
+71
| +18% | +$1.58K | ﹤0.01% | 1194 |
|
|
2025
Q3 | $9K | Sell |
394
-8
| -2% | -$178 | ﹤0.01% | 1214 |
|
|
2025
Q2 | $9K | Buy |
402
+5
| +1% | +$105 | ﹤0.01% | 1057 |
|
|
2025
Q1 | $9K | Buy |
+397
| New | +$8.96K | ﹤0.01% | 1029 |
|
|
2023
Q3 | – | Sell |
-38,515
| Closed | -$909K | – | 533 |
|
|
2023
Q2 | $909K | Buy |
38,515
+331
| +0.9% | +$7.24K | 0.05% | 289 |
|
|
2023
Q1 | $827K | Buy |
+38,184
| New | +$911K | 0.04% | 301 |
|
|
2022
Q3 | – | Sell |
-3,363
| Closed | -$90K | – | 987 |
|
|
2022
Q2 | $90K | Buy |
+3,363
| New | +$99.5K | 0.01% | 565 |
|
|
2021
Q4 | – | Sell |
-61,741
| Closed | -$2.23M | – | 785 |
|
|
2021
Q3 | $2.23M | Buy |
61,741
+58,252
| +1,670% | +$2.12M | 0.18% | 132 |
|
|
2021
Q2 | $130K | Buy |
3,489
+13
| +0.4% | +$476 | 0.01% | 395 |
|
|
2021
Q1 | $122K | Sell |
3,476
-5,531
| -61% | -$185K | 0.01% | 356 |
|
|
2020
Q4 | $287K | Sell |
9,007
-345
| -4% | -$9.97K | 0.03% | 269 |
|
|
2020
Q3 | $241K | Buy |
9,352
+2,064
| +28% | +$53.6K | 0.03% | 251 |
|
|
2020
Q2 | $181K | Buy |
7,288
+1,516
| +26% | +$34K | 0.02% | 242 |
|
|
2020
Q1 | $108K | Buy |
5,772
+1,132
| +24% | +$45.5K | 0.02% | 262 |
|
|
2019
Q4 | $207K | Sell |
4,640
-13
| -0.3% | -$563 | 0.04% | 195 |
|
|
2019
Q3 | $196K | Buy |
4,653
+178
| +4% | +$7.51K | 0.03% | 216 |
|
|
2019
Q2 | $189K | Buy |
4,475
+2,219
| +98% | +$95.2K | 0.03% | 225 |
|
|
2019
Q1 | $98K | Buy |
2,256
+1,623
| +256% | +$69.7K | 0.02% | 276 |
|
|
2018
Q4 | $25K | Sell |
633
-617
| -49% | -$26.2K | 0.01% | 306 |
|
|
2018
Q3 | $54K | Buy |
1,250
+827
| +196% | +$36.9K | 0.02% | 180 |
|
|
2018
Q2 | $18K | Buy |
+423
| New | +$18.3K | 0.01% | 204 |
|
Other funds holding REM
VAG
MGI
FFA
IRC
CX Institutional's REM Position: Q3 2026 in Review
CX Institutional increased its iShares Mortgage Real Estate ETF (REM) stake by 1.3% in Q3 2026, buying an estimated $107 and bringing the position to 400 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.
CX Institutional first reported a position in REM in Q2 2018 and has held it in 24 quarters since. The position peaked at $2.23M in Q3 2021. 5 funds tracked by Wall St. Rank hold REM as of Q3 2026.
- CX Institutional held 400 shares of iShares Mortgage Real Estate ETF worth $7K as of Q3 2026.
- CX Institutional bought 5 iShares Mortgage Real Estate ETF shares in Q3 2026, an estimated $107.
- iShares Mortgage Real Estate ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1405 holding.
- CX Institutional first reported a position in iShares Mortgage Real Estate ETF in Q2 2018 and has held it in 24 quarters since.
- CX Institutional's iShares Mortgage Real Estate ETF position peaked at $2.23M in Q3 2021.
- 5 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2026.
Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.