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Harbour Investments’s iShares Mortgage Real Estate ETF REM Stock Holding History

Harbour Investments’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 		$1.93M Sell
87,705
-3,481
-4% -$77K 0.03% 556
2026
Q1 		$1.96M Buy
91,186
+1,109
+1% +$24.9K 0.03% 501
2025
Q4 		$2M Sell
90,077
-187
-0.2% -$4.16K 0.04% 396
2025
Q3 		$1.98M Buy
90,264
+5,388
+6% +$120K 0.05% 349
2025
Q2 		$1.81M Buy
84,876
+8,073
+11% +$170K 0.05% 355
2025
Q1 		$1.72M Buy
76,803
+2,788
+4% +$62.9K 0.05% 333
2024
Q4 		$1.58M Buy
74,015
+1,620
+2% +$36.7K 0.05% 347
2024
Q3 		$1.72M Buy
72,395
+2,136
+3% +$50.2K 0.05% 308
2024
Q2 		$1.56M Buy
70,259
+1,264
+2% +$28.2K 0.05% 304
2024
Q1 		$1.6M Buy
68,995
+8,289
+14% +$188K 0.06% 303
2023
Q4 		$1.43M Buy
60,706
+4,591
+8% +$101K 0.06% 294
2023
Q3 		$1.25M Buy
56,115
+1,333
+2% +$31.7K 0.06% 286
2023
Q2 		$1.29M Sell
54,782
-1,906
-3% -$41.7K 0.06% 286
2023
Q1 		$1.24M Buy
56,688
+4,528
+9% +$108K 0.07% 272
2022
Q4 		$1.18M Buy
52,160
+14,483
+38% +$338K 0.07% 262
2022
Q3 		$1.01M Hold
37,677
– – 0.07% 285
2022
Q2 		$1.01M Buy
+37,677
New +$1.12M 0.07% 285
2021
Q4 		$939K Buy
27,214
+1,835
+7% +$67K 0.06% 312
2021
Q3 		$918K Buy
25,379
+2,269
+10% +$82.6K 0.03% 470
2021
Q2 		$858K Buy
23,110
+2,265
+11% +$83K 0.03% 497
2021
Q1 		$735K Buy
+20,845
New +$698K 0.03% 478

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

Harbour Investments's REM Position: Q2 2026 in Review

Harbour Investments reduced its iShares Mortgage Real Estate ETF (REM) stake by 3.8% in Q2 2026, selling an estimated $77K and leaving 87,705 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #556.

Harbour Investments first reported a position in REM in Q1 2021 and has held it in 21 quarters since. The position peaked at $2M in Q4 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Harbour Investments held 87,705 shares of iShares Mortgage Real Estate ETF worth $1.93M as of Q2 2026.
  • Harbour Investments sold 3,481 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $77K.
  • iShares Mortgage Real Estate ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #556 holding.
  • Harbour Investments first reported a position in iShares Mortgage Real Estate ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares Mortgage Real Estate ETF position peaked at $2M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.