FIM
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FWL Investment Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

FWL Investment Management’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 		$267K Sell
12,097
-2,063
-15% -$45.7K 0.05% 102
2026
Q1 		$304K Buy
14,160
+1,314
+10% +$29.5K 0.07% 91
2025
Q4 		$285K Buy
12,846
+1,730
+16% +$38.5K 0.07% 73
2025
Q3 		$244K Sell
11,116
-2,945
-21% -$65.6K 0.06% 77
2025
Q2 		$301K Sell
14,061
-4,830
-26% -$101K 0.09% 77
2025
Q1 		$424K Buy
18,891
+5,829
+45% +$131K 0.16% 62
2024
Q4 		$279K Buy
13,062
+11,908
+1,032% +$270K 0.1% 69
2024
Q3 		$27.4K Buy
1,154
+44
+4% +$1.03K 0.01% 161
2024
Q2 		$24.6K Sell
1,110
-4,382
-80% -$97.9K 0.01% 145
2024
Q1 		$128K Sell
5,492
-156,225
-97% -$3.54M 0.07% 63
2023
Q4 		$3.81M Sell
161,717
-268,024
-62% -$5.92M 2.22% 17
2023
Q3 		$9.6M Buy
429,741
+3,515
+0.8% +$83.6K 6.44% 2
2023
Q2 		$10.1M Buy
426,226
+14,162
+3% +$310K 6.86% 1
2023
Q1 		$9M Buy
412,064
+3,711
+0.9% +$88.6K 6.63% 1
2022
Q4 		$9.27M Buy
408,353
+388,255
+1,932% +$9.05M 7.02% 2
2022
Q3 		$421K Buy
+20,098
New +$564K 0.37% 31
2022
Q1 		– Sell
-6,350
Closed -$219K – 53
2021
Q4 		$219K Buy
+6,350
New +$232K 0.13% 50

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

FWL Investment Management's REM Position: Q2 2026 in Review

FWL Investment Management reduced its iShares Mortgage Real Estate ETF (REM) stake by 15% in Q2 2026, selling an estimated $45.7K and leaving 12,097 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #102.

FWL Investment Management first reported a position in REM in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.1M in Q2 2023. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • FWL Investment Management held 12,097 shares of iShares Mortgage Real Estate ETF worth $267K as of Q2 2026.
  • FWL Investment Management sold 2,063 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $45.7K.
  • iShares Mortgage Real Estate ETF made up 0.05% of FWL Investment Management's portfolio in Q2 2026, its #102 holding.
  • FWL Investment Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2021 and has held it in 17 quarters since.
  • FWL Investment Management's iShares Mortgage Real Estate ETF position peaked at $10.1M in Q2 2023.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

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