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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,900	Closed	-$63.7K	–	358
2025 Q3	$63.7K	Hold	2,900	–	–	0.04%	227
2025 Q2	$62K	Hold	2,900	–	–	0.04%	218
2025 Q1	$65.1K	Sell	2,900 -7,000	-71%	-$158K	0.05%	207
2024 Q4	$211K	Sell	9,900 -3,000	-23%	-$68K	0.15%	106
2024 Q3	$306K	Hold	12,900	–	–	0.22%	85
2024 Q2	$286K	Sell	12,900 -450	-3%	-$10.1K	0.25%	85
2024 Q1	$310K	Hold	13,350	–	–	0.24%	77
2023 Q4	$315K	Hold	13,350	–	–	0.31%	72
2023 Q3	$298K	Hold	13,350	–	–	0.33%	76
2023 Q2	$315K	Hold	13,350	–	–	0.33%	76
2023 Q1	$289K	Sell	13,350 -1,536	-10%	-$36.7K	0.32%	81
2022 Q4	$338K	Hold	14,886	–	–	0.38%	78
2022 Q3	$398K	Sell	14,886 -560	-4%	-$15.7K	0.46%	64
2022 Q2	$505K	Hold	15,446	–	–	0.49%	65
2022 Q1	$505K	Hold	15,446	–	–	0.42%	65
2021 Q4	$544K	Sell	15,446 -2,220	-13%	-$81.1K	0.44%	61
2021 Q3	$656K	Hold	17,666	–	–	0.67%	54
2021 Q2	$656K	Buy	17,666 +1,280	+8%	+$46.9K	0.67%	54
2021 Q1	$578K	Buy	16,386 +2,536	+18%	+$84.9K	0.66%	51
2020 Q4	$441K	Buy	+13,850	New	+$400K	0.51%	63