DJYG
REM icon

David J. Yvars Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

David J. Yvars Group’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
2021
Q2 		– Sell
-5,975
Closed -$212K – 94
2021
Q1 		$212K Buy
+5,975
New +$200K 0.14% 78

Other funds holding REM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

David J. Yvars Group's REM Position: Q2 2021 in Review

David J. Yvars Group sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2021, closing a stake of 5,975 shares — an estimated $212K sold.

David J. Yvars Group first reported a position in REM in Q1 2021 and held it in 1 quarter. The position peaked at $212K in Q1 2021. 180 funds tracked by Wall St. Rank hold REM as of Q2 2021.

  • David J. Yvars Group reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • David J. Yvars Group sold 5,975 iShares Mortgage Real Estate ETF shares in Q2 2021, an estimated $212K.
  • David J. Yvars Group first reported a position in iShares Mortgage Real Estate ETF in Q1 2021 and held it in 1 quarter.
  • David J. Yvars Group's iShares Mortgage Real Estate ETF position peaked at $212K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2021.

Based on David J. Yvars Group's 13F filing for Q2 2021, filed 21 Jul 2021.