DWM
Drive Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.04M | Buy |
142,151
+113,078
| +389% | +$2.42M | 0.67% | 30 |
|
2025
Q1 | $652K | Sell |
29,073
-70,323
| -71% | -$1.58M | 0.15% | 116 |
|
2024
Q4 | $2.12M | Buy |
99,396
+57,202
| +136% | +$1.22M | 0.52% | 34 |
|
2024
Q3 | $1M | Buy |
42,194
+8,543
| +25% | +$203K | 0.26% | 74 |
|
2024
Q2 | $746K | Sell |
33,651
-35,606
| -51% | -$789K | 0.2% | 91 |
|
2024
Q1 | $1.61M | Buy |
+69,257
| New | +$1.61M | 0.45% | 38 |
|