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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$205K	Buy	+9,565	New	+$205K	0.11%	144
2023 Q3	–	Sell	-9,026	Closed	-$213K	–	136
2023 Q2	$213K	Buy	+9,026	New	+$213K	0.2%	121