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DHJJ Financial Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

DHJJ Financial Advisors’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
Q1 		$1.07K Hold
50
– – ﹤0.01% 804
2025
Q4 		$1.11K Hold
50
– – ﹤0.01% 769
2025
Q3 		$1.1K Hold
50
– – ﹤0.01% 748
2025
Q2 		$1.07K Hold
50
– – ﹤0.01% 729
2025
Q1 		$1.12K Hold
50
– – ﹤0.01% 681
2024
Q4 		$1.07K Hold
50
– – ﹤0.01% 652
2024
Q3 		$1.19K Hold
50
– – ﹤0.01% 630
2024
Q2 		$1.11K Hold
50
– – ﹤0.01% 591
2024
Q1 		$1.16K Hold
50
– – ﹤0.01% 575
2023
Q4 		$1.18K Hold
50
– – ﹤0.01% 564
2023
Q3 		$1.12K Buy
+50
New +$1.19K ﹤0.01% 571

Other funds holding REM

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Morgan Stanley
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ECM
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $376B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return