FFWM
Future Financial Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Hold |
2,900
| – | – | 0.04% | 218 |
|
|
2025
Q1 | $65.1K | Sell |
2,900
-7,000
| -71% | -$157K | 0.05% | 207 |
|
|
2024
Q4 | $211K | Sell |
9,900
-3,000
| -23% | -$64.1K | 0.15% | 106 |
|
|
2024
Q3 | $306K | Hold |
12,900
| – | – | 0.22% | 85 |
|
|
2024
Q2 | $286K | Sell |
12,900
-450
| -3% | -$9.97K | 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% | -$33.3K | 0.32% | 81 |
|
|
2022
Q4 | $338K | Hold |
14,886
| – | – | 0.38% | 78 |
|
|
2022
Q3 | $398K | Sell |
14,886
-560
| -4% | -$15K | 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% | -$78.2K | 0.44% | 61 |
|
|
2021
Q3 | $656K | Hold |
17,666
| – | – | 0.67% | 54 |
|
|
2021
Q2 | $656K | Buy |
17,666
+1,280
| +8% | +$47.5K | 0.67% | 54 |
|
|
2021
Q1 | $578K | Buy |
16,386
+2,536
| +18% | +$89.5K | 0.66% | 51 |
|
|
2020
Q4 | $441K | Buy |
+13,850
| New | +$441K | 0.51% | 63 |
|