IFWM
Institute for Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
25,811
+11,036
| +75% | +$117K | 0.03% | 453 |
|
|
2025
Q1 | $165K | Hold |
14,775
| – | – | 0.02% | 514 |
|
|
2024
Q4 | $157K | Hold |
14,775
| – | – | 0.02% | 494 |
|
|
2024
Q3 | $178K | Hold |
14,775
| – | – | 0.02% | 524 |
|
|
2024
Q2 | $165K | Hold |
14,775
| – | – | 0.02% | 489 |
|
|
2024
Q1 | $173K | Hold |
14,775
| – | – | 0.02% | 490 |
|
|
2023
Q4 | $175K | Buy |
+14,775
| New | +$175K | 0.03% | 467 |
|