Institute for Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Institute for Wealth Management’s Portfolio MORT Stock Details MORT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$278K	Hold
2025 Q2	$273K	Buy
2025 Q1	$165K	Hold
2024 Q4	$157K	Hold
2024 Q3	$178K	Hold
2024 Q2	$165K	Hold
2024 Q1	$173K	Hold
2023 Q4	$175K	Buy