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IFP Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

IFP Advisors’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 		$207K Sell
9,406
-523
-5% -$11.6K ﹤0.01% 1496
2026
Q1 		$213K Sell
9,929
-201
-2% -$4.51K ﹤0.01% 1366
2025
Q4 		$225K Buy
10,130
+87
+0.9% +$1.94K 0.01% 1313
2025
Q3 		$221K Sell
10,043
-200
-2% -$4.46K 0.01% 1232
2025
Q2 		$219K Sell
10,243
-1,276
-11% -$26.8K 0.01% 1232
2025
Q1 		$258K Buy
11,519
+9,833
+583% +$222K 0.01% 1058
2024
Q4 		$36K Buy
1,686
+1,083
+180% +$24.6K ﹤0.01% 1990
2024
Q3 		$14.3K Sell
603
-11,694
-95% -$275K ﹤0.01% 2292
2024
Q2 		$272K Sell
12,297
-94
-0.8% -$2.1K 0.01% 884
2024
Q1 		$288K Sell
12,391
-88
-0.7% -$1.99K 0.01% 822
2023
Q4 		$294K Sell
12,479
-392
-3% -$8.65K 0.01% 782
2023
Q3 		$288K Buy
12,871
+2,007
+18% +$47.7K 0.01% 805
2023
Q2 		$256K Buy
10,864
+210
+2% +$4.6K 0.01% 906
2023
Q1 		$467K Sell
10,654
-9,014
-46% -$215K 0.02% 627
2022
Q4 		$863K Buy
19,668
+210
+1% +$4.89K 0.02% 673
2022
Q3 		$853K Buy
19,458
+4
+0% +$112 0.02% 695
2022
Q2 		$853K Hold
19,454
– – 0.03% 624
2022
Q1 		$853K Buy
19,454
+10,506
+117% +$346K 0.03% 624
2021
Q4 		$310K Sell
8,948
-186
-2% -$6.79K 0.01% 767
2021
Q3 		$332K Buy
9,134
+31
+0.3% +$1.13K 0.01% 727
2021
Q2 		$338K Buy
9,103
+548
+6% +$20.1K 0.01% 675
2021
Q1 		$303K Buy
8,555
+2,277
+36% +$76.2K 0.01% 674
2020
Q4 		$202K Buy
6,278
+4,953
+374% +$143K 0.01% 798
2020
Q3 		$35K Sell
1,325
-1,291
-49% -$33.5K ﹤0.01% 1412
2020
Q2 		$64K Buy
2,616
+851
+48% +$19.1K 0.01% 1106
2020
Q1 		$40K Sell
1,765
-280,937
-99% -$11.3M ﹤0.01% 1224
2019
Q4 		$12.7M Sell
282,702
-32,230
-10% -$1.4M 0.95% 13
2019
Q3 		$13.2M Buy
+314,932
New +$13.3M 0.89% 11
2019
Q1 		$250K Sell
5,759
-208,922
-97% -$8.97M 0.03% 418
2018
Q4 		$8.67M Sell
214,681
-21,202
-9% -$900K 0.53% 31
2018
Q3 		$10.3M Buy
235,883
+55,224
+31% +$2.46M 0.42% 44
2018
Q2 		$7.85M Buy
180,659
+50,685
+39% +$2.2M 0.33% 63
2018
Q1 		$5.88M Hold
129,974
– – 0.27% 80
2017
Q4 		$5.88M Buy
129,974
+25,362
+24% +$1.17M 0.27% 80
2017
Q3 		$4.9M Buy
104,612
+28,170
+37% +$1.32M 0.19% 113
2017
Q2 		$3.54M Buy
76,442
+2,473
+3% +$115K 0.15% 150
2017
Q1 		$3.35M Buy
73,969
+6,864
+10% +$302K 0.15% 156
2016
Q4 		$2.82M Buy
67,105
+8,644
+15% +$362K 0.14% 167
2016
Q3 		$2.46M Sell
58,461
-6,095
-9% -$258K 0.13% 174
2016
Q2 		$2.65M Buy
64,556
+63,116
+4,383% +$2.53M 0.15% 145
2016
Q1 		$250K Sell
1,440
-66,590
-98% -$2.45M 0.03% 418
2015
Q4 		$2.6M Buy
+68,030
New +$2.71M 0.17% 119

Other funds holding REM

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFP Advisors's REM Position: Q2 2026 in Review

IFP Advisors reduced its iShares Mortgage Real Estate ETF (REM) stake by 5.3% in Q2 2026, selling an estimated $11.6K and leaving 9,406 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

IFP Advisors first reported a position in REM in Q4 2015 and has held it in 42 quarters since. The position peaked at $13.2M in Q3 2019. 36 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • IFP Advisors held 9,406 shares of iShares Mortgage Real Estate ETF worth $207K as of Q2 2026.
  • IFP Advisors sold 523 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $11.6K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1496 holding.
  • IFP Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Mortgage Real Estate ETF position peaked at $13.2M in Q3 2019.
  • 36 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.