FAS Wealth Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

FAS Wealth Partners’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	$9.31K	Hold	422	–	–	﹤0.01%	481
2026 Q1	$9.07K	Hold	422	–	–	﹤0.01%	464
2025 Q4	$9.37K	Hold	422	–	–	﹤0.01%	459
2025 Q3	$9.28K	Hold	422	–	–	﹤0.01%	429
2025 Q2	$9.03K	Hold	422	–	–	﹤0.01%	420
2025 Q1	$9.48K	Buy	422 +2	+0.5%	+$45	﹤0.01%	391
2024 Q4	$8.97K	Buy	420 +16	+4%	+$363	﹤0.01%	397
2024 Q3	$9.58K	Buy	404 +9	+2%	+$211	﹤0.01%	407
2024 Q2	$8.75K	Hold	395	–	–	﹤0.01%	403
2024 Q1	$9.17K	Hold	395	–	–	﹤0.01%	409
2023 Q4	$9.31K	Hold	395	–	–	﹤0.01%	398
2023 Q3	$8.82K	Buy	+395	New	+$9.39K	﹤0.01%	393

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

FAS Wealth Partners's REM Position: Q2 2026 in Review

FAS Wealth Partners held its iShares Mortgage Real Estate ETF (REM) position steady in Q2 2026 at 422 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

FAS Wealth Partners first reported a position in REM in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.58K in Q3 2024. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

FAS Wealth Partners held 422 shares of iShares Mortgage Real Estate ETF worth $9.31K as of Q2 2026.
FAS Wealth Partners left its iShares Mortgage Real Estate ETF share count unchanged in Q2 2026.
iShares Mortgage Real Estate ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #481 holding.
FAS Wealth Partners first reported a position in iShares Mortgage Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
FAS Wealth Partners's iShares Mortgage Real Estate ETF position peaked at $9.58K in Q3 2024.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.