Global Retirement Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Global Retirement Partners’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
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	–	1440
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