IHT Wealth Management’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 | $1.11M | Buy |
51,797
+37
| +0.1% | +$791 | 0.03% | 470 |
|
|
2025
Q1 | $1.16M | Sell |
51,760
-233
| -0.4% | -$5.23K | 0.04% | 433 |
|
|
2024
Q4 | $1.11M | Buy |
51,993
+2,287
| +5% | +$48.8K | 0.04% | 423 |
|
|
2024
Q3 | $1.18M | Sell |
49,706
-1,938
| -4% | -$46K | 0.03% | 460 |
|
|
2024
Q2 | $1.14M | Sell |
51,644
-105
| -0.2% | -$2.33K | 0.04% | 386 |
|
|
2024
Q1 | $1.2M | Sell |
51,749
-4,925
| -9% | -$114K | 0.05% | 371 |
|
|
2023
Q4 | $1.34M | Sell |
56,674
-6,234
| -10% | -$147K | 0.06% | 313 |
|
|
2023
Q3 | $1.41M | Sell |
62,908
-4,031
| -6% | -$90.1K | 0.07% | 269 |
|
|
2023
Q2 | $1.58M | Sell |
66,939
-2,376
| -3% | -$56.1K | 0.08% | 231 |
|
|
2023
Q1 | $1.51M | Sell |
69,315
-1,725
| -2% | -$37.7K | 0.09% | 229 |
|
|
2022
Q4 | $1.61M | Sell |
71,040
-2,160
| -3% | -$49K | 0.1% | 212 |
|
|
2022
Q3 | $1.53M | Buy |
73,200
+251
| +0.3% | +$5.26K | 0.12% | 203 |
|
|
2022
Q2 | $1.95M | Sell |
72,949
-1,308
| -2% | -$35K | 0.17% | 134 |
|
|
2022
Q1 | $2.43M | Buy |
74,257
+1,182
| +2% | +$38.6K | 0.18% | 117 |
|
|
2021
Q4 | $2.52M | Sell |
73,075
-3,232
| -4% | -$112K | 0.19% | 115 |
|
|
2021
Q3 | $2.76M | Sell |
76,307
-5,196
| -6% | -$188K | 0.22% | 101 |
|
|
2021
Q2 | $3.03M | Sell |
81,503
-8,043
| -9% | -$299K | 0.19% | 115 |
|
|
2021
Q1 | $3.16M | Sell |
89,546
-16,895
| -16% | -$596K | 0.23% | 97 |
|
|
2020
Q4 | $3.39M | Buy |
106,441
+2,627
| +3% | +$83.7K | 0.28% | 79 |
|
|
2020
Q3 | $2.67M | Buy |
+103,814
| New | +$2.67M | 0.27% | 89 |
|
|
2020
Q1 | – | Sell |
-6,187
| Closed | -$276K | – | 638 |
|
|
2019
Q4 | $276K | Sell |
6,187
-1,986
| -24% | -$88.6K | 0.03% | 470 |
|
|
2019
Q3 | $344K | Sell |
8,173
-3,547
| -30% | -$149K | 0.05% | 394 |
|
|
2019
Q2 | $494K | Buy |
+11,720
| New | +$494K | 0.07% | 286 |
|