First Foundation Advisors’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 | $643K | Sell |
30,064
-3,079
| -9% | -$65.8K | 0.02% | 223 |
|
|
2025
Q1 | $744K | Sell |
33,143
-343
| -1% | -$7.7K | 0.03% | 192 |
|
|
2024
Q4 | $715K | Sell |
33,486
-338
| -1% | -$7.22K | 0.03% | 193 |
|
|
2024
Q3 | $803K | Sell |
33,824
-16,853
| -33% | -$400K | 0.03% | 187 |
|
|
2024
Q2 | $1.12M | Sell |
50,677
-2,527
| -5% | -$56K | 0.04% | 156 |
|
|
2024
Q1 | $1.24M | Sell |
53,204
-22,606
| -30% | -$525K | 0.05% | 155 |
|
|
2023
Q4 | $1.79M | Buy |
+75,810
| New | +$1.79M | 0.08% | 123 |
|