IFP Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
10,243
-1,276
| -11% | -$27.3K | 0.01% | 1232 |
|
|
2025
Q1 | $258K | Buy |
11,519
+9,833
| +583% | +$221K | 0.01% | 1058 |
|
|
2024
Q4 | $36K | Buy |
1,686
+1,083
| +180% | +$23.1K | ﹤0.01% | 1990 |
|
|
2024
Q3 | $14.3K | Sell |
603
-11,694
| -95% | -$277K | ﹤0.01% | 2292 |
|
|
2024
Q2 | $272K | Sell |
12,297
-94
| -0.8% | -$2.08K | 0.01% | 884 |
|
|
2024
Q1 | $288K | Sell |
12,391
-88
| -0.7% | -$2.05K | 0.01% | 822 |
|
|
2023
Q4 | $294K | Sell |
12,479
-392
| -3% | -$9.25K | 0.01% | 782 |
|
|
2023
Q3 | $288K | Buy |
12,871
+2,007
| +18% | +$44.8K | 0.01% | 805 |
|
|
2023
Q2 | $256K | Buy |
10,864
+210
| +2% | +$4.96K | 0.01% | 906 |
|
|
2023
Q1 | $467K | Sell |
10,654
-9,014
| -46% | -$395K | 0.02% | 627 |
|
|
2022
Q4 | $863K | Buy |
19,668
+210
| +1% | +$9.21K | 0.02% | 673 |
|
|
2022
Q3 | $853K | Buy |
19,458
+4
| +0% | +$175 | 0.02% | 695 |
|
|
2022
Q2 | $853K | Hold |
19,454
| – | – | 0.03% | 624 |
|
|
2022
Q1 | $853K | Buy |
19,454
+10,506
| +117% | +$461K | 0.03% | 624 |
|
|
2021
Q4 | $310K | Sell |
8,948
-186
| -2% | -$6.44K | 0.01% | 758 |
|
|
2021
Q3 | $332K | Buy |
9,134
+31
| +0.3% | +$1.13K | 0.01% | 702 |
|
|
2021
Q2 | $338K | Buy |
9,103
+548
| +6% | +$20.3K | 0.01% | 675 |
|
|
2021
Q1 | $303K | Buy |
8,555
+2,277
| +36% | +$80.6K | 0.01% | 674 |
|
|
2020
Q4 | $202K | Buy |
6,278
+4,953
| +374% | +$159K | 0.01% | 798 |
|
|
2020
Q3 | $35K | Sell |
1,325
-1,291
| -49% | -$34.1K | ﹤0.01% | 1411 |
|
|
2020
Q2 | $64K | Buy |
2,616
+851
| +48% | +$20.8K | 0.01% | 1105 |
|
|
2020
Q1 | $40K | Sell |
1,765
-280,937
| -99% | -$6.37M | ﹤0.01% | 1221 |
|
|
2019
Q4 | $12.7M | Sell |
282,702
-32,230
| -10% | -$1.45M | 0.95% | 13 |
|
|
2019
Q3 | $13.2M | Buy |
+314,932
| New | +$13.2M | 0.89% | 11 |
|
|
2019
Q1 | $250K | Sell |
5,759
-208,922
| -97% | -$9.07M | 0.03% | 418 |
|
|
2018
Q4 | $8.67M | Sell |
214,681
-21,202
| -9% | -$857K | 0.53% | 31 |
|
|
2018
Q3 | $10.3M | Buy |
235,883
+55,224
| +31% | +$2.41M | 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% | +$1.15M | 0.27% | 80 |
|
|
2017
Q3 | $4.9M | Buy |
104,612
+28,170
| +37% | +$1.32M | 0.19% | 113 |
|
|
2017
Q2 | $3.55M | Buy |
76,442
+2,473
| +3% | +$115K | 0.15% | 150 |
|
|
2017
Q1 | $3.35M | Buy |
73,969
+6,864
| +10% | +$311K | 0.15% | 156 |
|
|
2016
Q4 | $2.82M | Buy |
67,105
+8,644
| +15% | +$364K | 0.14% | 166 |
|
|
2016
Q3 | $2.46M | Sell |
58,461
-6,095
| -9% | -$256K | 0.13% | 172 |
|
|
2016
Q2 | $2.65M | Buy |
64,556
+63,116
| +4,383% | +$2.59M | 0.15% | 145 |
|
|
2016
Q1 | $250K | Sell |
1,440
-66,590
| -98% | -$11.6M | 0.03% | 418 |
|
|
2015
Q4 | $2.6M | Buy |
+68,030
| New | +$2.6M | 0.17% | 119 |
|