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Independent Financial Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Independent Financial Group’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 		$3.87M Buy
175,508
+20,000
+13% +$443K 0.07% 268
2026
Q1 		$3.34M Buy
155,508
+22,911
+17% +$515K 0.07% 271
2025
Q4 		$2.94M Buy
132,597
+5,158
+4% +$115K 0.07% 287
2025
Q3 		$2.8M Sell
127,439
-4,060
-3% -$90.5K 0.07% 287
2025
Q2 		$2.81M Buy
131,499
+4,962
+4% +$104K 0.08% 254
2025
Q1 		$2.84M Buy
126,537
+33,517
+36% +$756K 0.1% 209
2024
Q4 		$1.99M Buy
93,020
+12,547
+16% +$285K 0.07% 299
2024
Q3 		$1.91M Buy
80,473
+15,931
+25% +$374K 0.07% 278
2024
Q2 		$1.43M Buy
64,542
+6,858
+12% +$153K 0.06% 307
2024
Q1 		$1.34M Sell
57,684
-5,267
-8% -$119K 0.06% 314
2023
Q4 		$1.49M Buy
62,951
+3,841
+6% +$84.8K 0.08% 260
2023
Q3 		$1.32M Sell
59,110
-874
-1% -$20.8K 0.09% 258
2023
Q2 		$1.42M Sell
59,984
-7,556
-11% -$165K 0.1% 230
2023
Q1 		$1.48M Buy
67,540
+7,776
+13% +$186K 0.12% 197
2022
Q4 		$1.36M Buy
59,764
+3,523
+6% +$82.1K 0.12% 179
2022
Q3 		$1.18M Buy
56,241
+418
+0.7% +$11.7K 0.11% 187
2022
Q2 		$1.49M Buy
55,823
+763
+1% +$22.6K 0.16% 149
2022
Q1 		$1.8M Sell
55,060
-17,273
-24% -$569K 0.15% 143
2021
Q4 		$2.5M Buy
72,333
+5,175
+8% +$189K 0.21% 106
2021
Q3 		$2.43M Sell
67,158
-3,561
-5% -$130K 0.25% 91
2021
Q2 		$2.63M Buy
70,719
+5,498
+8% +$202K 0.28% 82
2021
Q1 		$2.3M Buy
65,221
+5,668
+10% +$190K 0.3% 78
2020
Q4 		$1.9M Buy
59,553
+3,232
+6% +$93.4K 0.28% 82
2020
Q3 		$1.45M Buy
56,321
+12,677
+29% +$329K 0.27% 85
2020
Q2 		$1.08M Buy
43,644
+12,958
+42% +$290K 0.24% 107
2020
Q1 		$574K Buy
+30,686
New +$1.23M 0.17% 156

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

Independent Financial Group's REM Position: Q2 2026 in Review

Independent Financial Group increased its iShares Mortgage Real Estate ETF (REM) stake by 13% in Q2 2026, buying an estimated $443K and bringing the position to 175,508 shares worth $3.87M. The position accounts for 0.07% of the portfolio, ranked #268.

Independent Financial Group first reported a position in REM in Q1 2020 and has held it in 26 quarters since. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Independent Financial Group held 175,508 shares of iShares Mortgage Real Estate ETF worth $3.87M as of Q2 2026.
  • Independent Financial Group bought 20,000 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $443K.
  • iShares Mortgage Real Estate ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #268 holding.
  • Independent Financial Group first reported a position in iShares Mortgage Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.