Golden State Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Golden State Wealth 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	$3.6K	Buy	163 +4	+3%	+$89	﹤0.01%	1312
2026 Q1	$3.42K	Buy	159 +1	+0.6%	+$22	﹤0.01%	1278
2025 Q4	$3.51K	Buy	158 +6	+4%	+$133	﹤0.01%	1299
2025 Q3	$3.35K	Buy	152 +3	+2%	+$67	﹤0.01%	1316
2025 Q2	$3.2K	Buy	149 +4	+3%	+$84	﹤0.01%	1299
2025 Q1	$3.27K	Hold	145	–	–	﹤0.01%	1250
2024 Q4	$3.1K	Buy	+145	New	+$3.29K	﹤0.01%	1195
2020 Q2	–	Sell	-202	Closed	-$4K	–	768
2020 Q1	$4K	Buy	+202	New	+$8.12K	﹤0.01%	786
2019 Q4	–	Sell	-202	Closed	-$9K	–	724
2019 Q3	$9K	Buy	202 +100	+98%	+$4.22K	﹤0.01%	770
2019 Q2	$4K	Hold	102	–	–	﹤0.01%	910
2019 Q1	$4K	Buy	+102	New	+$4.38K	﹤0.01%	952

Other funds holding REM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Golden State Wealth Management's REM Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Mortgage Real Estate ETF (REM) stake by 2.5% in Q2 2026, buying an estimated $89 and bringing the position to 163 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Golden State Wealth Management first reported a position in REM in Q1 2019 and has held it in 11 quarters since. The position peaked at $9K in Q3 2019. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Golden State Wealth Management held 163 shares of iShares Mortgage Real Estate ETF worth $3.6K as of Q2 2026.
Golden State Wealth Management bought 4 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $89.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1312 holding.
Golden State Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's iShares Mortgage Real Estate ETF position peaked at $9K in Q3 2019.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.