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

IHT Wealth Management’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 		$1.06M Sell
48,271
-1,376
-3% -$30.5K 0.02% 578
2026
Q1 		$1.07M Buy
49,647
+1,307
+3% +$29.4K 0.02% 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

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IHT Wealth Management's REM Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares Mortgage Real Estate ETF (REM) stake by 2.8% in Q2 2026, selling an estimated $30.5K and leaving 48,271 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #578.

IHT Wealth Management first reported a position in REM in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.39M in Q4 2020. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • IHT Wealth Management held 48,271 shares of iShares Mortgage Real Estate ETF worth $1.06M as of Q2 2026.
  • IHT Wealth Management sold 1,376 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $30.5K.
  • iShares Mortgage Real Estate ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #578 holding.
  • IHT Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2019 and has held it in 27 quarters since.
  • IHT Wealth Management's iShares Mortgage Real Estate ETF position peaked at $3.39M in Q4 2020.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.