Cynosure Group’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
$3.45M Buy
161,494
+33,231
+26% +$710K 0.39% 32
2025
Q1
$2.88M Buy
128,263
+29,030
+29% +$651K 0.4% 33
2024
Q4
$2.12M Buy
99,233
+1,286
+1% +$27.5K 0.32% 43
2024
Q3
$2.32M Buy
97,947
+415
+0.4% +$9.85K 0.34% 43
2024
Q2
$2.16M Buy
97,532
+27,674
+40% +$613K 0.35% 41
2024
Q1
$1.62M Buy
69,858
+4,111
+6% +$95.5K 0.29% 44
2023
Q4
$1.55M Buy
65,747
+32,327
+97% +$763K 0.28% 74
2023
Q3
$747K Hold
33,420
0.23% 86
2023
Q2
$789K Buy
+33,420
New +$789K 0.24% 87