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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07M	Buy	49,647 +1,307	+3%	+$29.4K	0.03%	550
2025 Q4	$1.07M	Sell	48,340 -3,778	-7%	-$84K	0.03%	527
2025 Q3	$1.15M	Buy	52,118 +321	+0.6%	+$7.15K	0.03%	495
2025 Q2	$1.11M	Buy	51,797 +37	+0.1%	+$777	0.03%	470
2025 Q1	$1.16M	Sell	51,760 -233	-0.4%	-$5.26K	0.04%	433
2024 Q4	$1.11M	Buy	51,993 +2,287	+5%	+$51.9K	0.04%	423
2024 Q3	$1.18M	Sell	49,706 -1,938	-4%	-$45.5K	0.03%	460
2024 Q2	$1.14M	Sell	51,644 -105	-0.2%	-$2.35K	0.04%	386
2024 Q1	$1.2M	Sell	51,749 -4,925	-9%	-$111K	0.05%	371
2023 Q4	$1.34M	Sell	56,674 -6,234	-10%	-$138K	0.06%	313
2023 Q3	$1.41M	Sell	62,908 -4,031	-6%	-$95.8K	0.07%	269
2023 Q2	$1.58M	Sell	66,939 -2,376	-3%	-$52K	0.08%	231
2023 Q1	$1.51M	Sell	69,315 -1,725	-2%	-$41.2K	0.09%	229
2022 Q4	$1.61M	Sell	71,040 -2,160	-3%	-$50.3K	0.1%	212
2022 Q3	$1.53M	Buy	73,200 +251	+0.3%	+$7.05K	0.12%	203
2022 Q2	$1.95M	Sell	72,949 -1,308	-2%	-$38.7K	0.17%	134
2022 Q1	$2.43M	Buy	74,257 +1,182	+2%	+$38.9K	0.18%	117
2021 Q4	$2.52M	Sell	73,075 -3,232	-4%	-$118K	0.19%	115
2021 Q3	$2.76M	Sell	76,307 -5,196	-6%	-$189K	0.22%	101
2021 Q2	$3.02M	Sell	81,503 -8,043	-9%	-$295K	0.19%	115
2021 Q1	$3.16M	Sell	89,546 -16,895	-16%	-$565K	0.23%	97
2020 Q4	$3.39M	Buy	106,441 +2,627	+3%	+$75.9K	0.28%	79
2020 Q3	$2.67M	Buy	+103,814	New	+$2.7M	0.27%	89
2020 Q1	–	Sell	-6,187	Closed	-$276K	–	638
2019 Q4	$276K	Sell	6,187 -1,986	-24%	-$86K	0.03%	470
2019 Q3	$344K	Sell	8,173 -3,547	-30%	-$150K	0.05%	394
2019 Q2	$494K	Buy	+11,720	New	+$503K	0.07%	286