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 Q2	$1.1K	Hold	50	–	–	﹤0.01%	811
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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DHJJ Financial Advisors's REM Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Mortgage Real Estate ETF (REM) position steady in Q2 2026 at 50 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

DHJJ Financial Advisors first reported a position in REM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.19K in Q3 2024. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

DHJJ Financial Advisors held 50 shares of iShares Mortgage Real Estate ETF worth $1.1K as of Q2 2026.
DHJJ Financial Advisors left its iShares Mortgage Real Estate ETF share count unchanged in Q2 2026.
iShares Mortgage Real Estate ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #811 holding.
DHJJ Financial Advisors first reported a position in iShares Mortgage Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's iShares Mortgage Real Estate ETF position peaked at $1.19K in Q3 2024.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.