Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $203K | Buy |
+9,194
| New | +$203K | ﹤0.01% | 1576 |
|
|
2025
Q4 | $28.8K | Buy |
1,300
+11
| +0.9% | +$245 | ﹤0.01% | 2691 |
|
|
2025
Q3 | $28.3K | Buy |
1,289
+506
| +65% | +$11.3K | ﹤0.01% | 2229 |
|
|
2025
Q2 | $16.7K | Buy |
+783
| New | +$16.4K | ﹤0.01% | 2367 |
|
|
2024
Q4 | $3.74K | Sell |
175
-276
| -61% | -$6.26K | ﹤0.01% | 2824 |
|
|
2024
Q3 | $10.7K | Buy |
451
+3
| +0.7% | +$70 | ﹤0.01% | 2274 |
|
|
2024
Q2 | $9.92K | Buy |
448
+4
| +0.9% | +$89 | ﹤0.01% | 2325 |
|
|
2024
Q1 | $10.3K | Sell |
444
-168
| -27% | -$3.8K | ﹤0.01% | 2113 |
|
|
2023
Q4 | $14.2K | Buy |
612
+6
| +1% | +$132 | ﹤0.01% | 1916 |
|
|
2023
Q3 | $12.6K | Sell |
606
-1,746
| -74% | -$41.5K | ﹤0.01% | 1856 |
|
|
2023
Q2 | $55.5K | Sell |
2,352
-1,036
| -31% | -$22.7K | ﹤0.01% | 1218 |
|
|
2023
Q1 | $71K | Sell |
3,388
-104
| -3% | -$2.48K | ﹤0.01% | 1074 |
|
|
2022
Q4 | $79.2K | Buy |
3,492
+1,391
| +66% | +$32.4K | 0.01% | 900 |
|
|
2022
Q3 | $50K | Buy |
2,101
+1,168
| +125% | +$32.8K | ﹤0.01% | 1011 |
|
|
2022
Q2 | $25K | Hold |
933
| – | – | ﹤0.01% | 1267 |
|
|
2022
Q1 | $28K | Buy |
+933
| New | +$30.7K | ﹤0.01% | 1220 |
|
|
2021
Q4 | – | Sell |
-16,453
| Closed | -$595K | – | 1437 |
|
|
2021
Q3 | $595K | Buy |
16,453
+16,020
| +3,700% | +$583K | 0.06% | 273 |
|
|
2021
Q2 | $16K | Hold |
433
| – | – | ﹤0.01% | 1260 |
|
|
2021
Q1 | $15K | Hold |
433
| – | – | ﹤0.01% | 1191 |
|
|
2020
Q4 | $14K | Hold |
433
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q3 | $11K | Hold |
433
| – | – | ﹤0.01% | 1118 |
|
|
2020
Q2 | $11K | Hold |
433
| – | – | ﹤0.01% | 1092 |
|
|
2020
Q1 | $8K | Hold |
433
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q4 | $19K | Hold |
433
| – | – | ﹤0.01% | 956 |
|
|
2019
Q3 | $18K | Sell |
433
-198
| -31% | -$8.36K | ﹤0.01% | 940 |
|
|
2019
Q2 | $27K | Buy |
631
+150
| +31% | +$6.44K | 0.01% | 793 |
|
|
2019
Q1 | $21K | Hold |
481
| – | – | 0.01% | 810 |
|
|
2018
Q4 | $19K | Hold |
481
| – | – | ﹤0.01% | 765 |
|
|
2018
Q3 | $21K | Sell |
481
-162
| -25% | -$7.23K | ﹤0.01% | 794 |
|
|
2018
Q2 | $28K | Sell |
643
-125
| -16% | -$5.42K | 0.01% | 697 |
|
|
2018
Q1 | $33K | Hold |
768
| – | – | 0.01% | 632 |
|
|
2017
Q4 | $35K | Hold |
768
| – | – | 0.01% | 599 |
|
|
2017
Q3 | $36K | Hold |
768
| – | – | 0.01% | 503 |
|
|
2017
Q2 | $36K | Sell |
768
-412
| -35% | -$19.1K | 0.02% | 477 |
|
|
2017
Q1 | $53K | Buy |
1,180
+201
| +21% | +$8.85K | 0.03% | 371 |
|
|
2016
Q4 | $41K | Buy |
+979
| New | +$41K | 0.03% | 381 |
|
Other funds holding REM
ECM
AF
Global Retirement Partners's REM Position: Q2 2026 in Review
Global Retirement Partners opened a new position in iShares Mortgage Real Estate ETF (REM) in Q2 2026: 9,194 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1576 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in REM as recently as Q4 2025.
Global Retirement Partners first reported a position in REM in Q4 2016 and has held it in 36 quarters since. The position peaked at $595K in Q3 2021. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.
- Global Retirement Partners held 9,194 shares of iShares Mortgage Real Estate ETF worth $203K as of Q2 2026.
- iShares Mortgage Real Estate ETF was a new Global Retirement Partners position in Q2 2026.
- iShares Mortgage Real Estate ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1576 holding.
- Global Retirement Partners first reported a position in iShares Mortgage Real Estate ETF in Q4 2016 and has held it in 36 quarters since.
- Global Retirement Partners's iShares Mortgage Real Estate ETF position peaked at $595K in Q3 2021.
- 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.