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Harvest Investment Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Harvest Investment Services’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
2024
Q4 		– Sell
-9,774
Closed -$232K – 315
2024
Q3 		$232K Sell
9,774
-22
-0.2% -$517 0.07% 201
2024
Q2 		$217K Sell
9,796
-868
-8% -$19.4K 0.09% 172
2024
Q1 		$248K Sell
10,664
-567
-5% -$12.8K 0.1% 149
2023
Q4 		$266K Sell
11,231
-81
-0.7% -$1.79K 0.12% 158
2023
Q3 		$253K Sell
11,312
-880
-7% -$20.9K 0.16% 123
2023
Q2 		$288K Buy
12,192
+57
+0.5% +$1.25K 0.16% 136
2023
Q1 		$265K Sell
12,135
-1,169
-9% -$27.9K 0.21% 99
2022
Q4 		$302K Buy
13,304
+526
+4% +$12.3K 0.32% 89
2022
Q3 		$267K Sell
12,778
-62
-0.5% -$1.74K 0.33% 94
2022
Q2 		$343K Buy
12,840
+62
+0.5% +$1.83K 0.26% 88
2022
Q1 		$417K Buy
12,778
+2,127
+20% +$70K 0.25% 110
2021
Q4 		$367K Buy
10,651
+3,165
+42% +$116K 0.15% 177
2021
Q3 		$270K Sell
7,486
-261
-3% -$9.5K 0.11% 229
2021
Q2 		$287K Sell
7,747
-224
-3% -$8.21K 0.12% 222
2021
Q1 		$281K Buy
7,971
+101
+1% +$3.38K 0.13% 202
2020
Q4 		$250K Sell
7,870
-3,849
-33% -$111K 0.13% 176
2020
Q3 		$301K Sell
11,719
-1,029
-8% -$26.7K 0.17% 147
2020
Q2 		$316K Sell
12,748
-12
-0.1% -$269 0.19% 131
2020
Q1 		$238K Sell
12,760
-1,077
-8% -$43.3K 0.32% 81
2019
Q4 		$616K Sell
13,837
-458
-3% -$19.8K 0.33% 58
2019
Q3 		$595K Buy
14,295
+723
+5% +$30.5K 0.3% 64
2019
Q2 		$571K Buy
13,572
+619
+5% +$26.6K 0.33% 70
2019
Q1 		$564K Buy
12,953
+2,407
+23% +$103K 0.33% 69
2018
Q4 		$455K Buy
+10,546
New +$448K 0.42% 52

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Harvest Investment Services's REM Position: Q4 2024 in Review

Harvest Investment Services sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2024, closing a stake of 9,774 shares — an estimated $232K sold.

Harvest Investment Services first reported a position in REM in Q4 2018 and held it in 24 quarters. The position peaked at $616K in Q4 2019. 124 funds tracked by Wall St. Rank hold REM as of Q4 2024.

  • Harvest Investment Services reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Harvest Investment Services sold 9,774 iShares Mortgage Real Estate ETF shares in Q4 2024, an estimated $232K.
  • Harvest Investment Services first reported a position in iShares Mortgage Real Estate ETF in Q4 2018 and held it in 24 quarters.
  • Harvest Investment Services's iShares Mortgage Real Estate ETF position peaked at $616K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2024.

Based on Harvest Investment Services's 13F filing for Q4 2024, filed 14 Feb 2025.