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Drive Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Drive Wealth Management’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
2025
Q3 		– Sell
-142,151
Closed -$3.04M – 387
2025
Q2 		$3.04M Buy
142,151
+113,078
+389% +$2.38M 0.67% 30
2025
Q1 		$652K Sell
29,073
-70,323
-71% -$1.59M 0.15% 116
2024
Q4 		$2.12M Buy
99,396
+57,202
+136% +$1.3M 0.52% 34
2024
Q3 		$1M Buy
42,194
+8,543
+25% +$201K 0.26% 74
2024
Q2 		$746K Sell
33,651
-35,606
-51% -$795K 0.2% 91
2024
Q1 		$1.61M Buy
+69,257
New +$1.57M 0.45% 38

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Drive Wealth Management's REM Position: Q3 2025 in Review

Drive Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2025, closing a stake of 142,151 shares — an estimated $3.04M sold.

Drive Wealth Management first reported a position in REM in Q1 2024 and held it in 6 quarters. The position peaked at $3.04M in Q2 2025. 121 funds tracked by Wall St. Rank hold REM as of Q3 2025.

  • Drive Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Drive Wealth Management sold 142,151 iShares Mortgage Real Estate ETF shares in Q3 2025, an estimated $3.04M.
  • Drive Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2024 and held it in 6 quarters.
  • Drive Wealth Management's iShares Mortgage Real Estate ETF position peaked at $3.04M in Q2 2025.
  • 121 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.