FIM
FWL Investment 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 | $301K | Sell |
14,061
-4,830
| -26% | -$103K | 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% | +$254K | 0.1% | 69 |
|
|
2024
Q3 | $27.4K | Buy |
1,154
+44
| +4% | +$1.04K | 0.01% | 161 |
|
|
2024
Q2 | $24.6K | Sell |
1,110
-4,382
| -80% | -$97.1K | 0.01% | 145 |
|
|
2024
Q1 | $128K | Sell |
5,492
-156,225
| -97% | -$3.63M | 0.07% | 63 |
|
|
2023
Q4 | $3.81M | Sell |
161,717
-268,024
| -62% | -$6.32M | 2.22% | 17 |
|
|
2023
Q3 | $9.6M | Buy |
429,741
+3,515
| +0.8% | +$78.5K | 6.44% | 2 |
|
|
2023
Q2 | $10.1M | Buy |
426,226
+14,162
| +3% | +$334K | 6.86% | 1 |
|
|
2023
Q1 | $9M | Buy |
412,064
+3,711
| +0.9% | +$81K | 6.63% | 1 |
|
|
2022
Q4 | $9.27M | Buy |
408,353
+388,255
| +1,932% | +$8.81M | 7.02% | 2 |
|
|
2022
Q3 | $421K | Buy |
+20,098
| New | +$421K | 0.37% | 31 |
|
|
2022
Q1 | – | Sell |
-6,350
| Closed | -$219K | – | 53 |
|
|
2021
Q4 | $219K | Buy |
+6,350
| New | +$219K | 0.13% | 50 |
|