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Foundations Investment Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Foundations Investment Advisors’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 		$4.45M Sell
201,617
-26,651
-12% -$590K 0.05% 270
2026
Q1 		$4.9M Sell
228,268
-35,084
-13% -$788K 0.06% 226
2025
Q4 		$5.84M Buy
+263,352
New +$5.86M 0.08% 201
2022
Q2 		– Sell
-8,426
Closed -$267K – 412
2022
Q1 		$267K Buy
+8,426
New +$277K 0.01% 297

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Foundations Investment Advisors's REM Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Mortgage Real Estate ETF (REM) stake by 12% in Q2 2026, selling an estimated $590K and leaving 201,617 shares worth $4.45M. The position accounts for 0.05% of the portfolio, ranked #270.

Foundations Investment Advisors first reported a position in REM in Q1 2022 and has held it in 4 quarters since. The position peaked at $5.84M in Q4 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Foundations Investment Advisors held 201,617 shares of iShares Mortgage Real Estate ETF worth $4.45M as of Q2 2026.
  • Foundations Investment Advisors sold 26,651 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $590K.
  • iShares Mortgage Real Estate ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #270 holding.
  • Foundations Investment Advisors first reported a position in iShares Mortgage Real Estate ETF in Q1 2022 and has held it in 4 quarters since.
  • Foundations Investment Advisors's iShares Mortgage Real Estate ETF position peaked at $5.84M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.