Integrated Wealth Concepts’s iShares Mortgage Real Estate ETF REM Stock Holding History

Integrated Wealth Concepts’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	$6.62K	Buy	+300	New	+$6.64K	﹤0.01%	4822

Other funds holding REM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Concepts's REM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Mortgage Real Estate ETF (REM) in Q2 2026: 300 shares worth $6.62K. The stake represents ﹤0.01% of the portfolio and ranks #4822 among its holdings.

112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Integrated Wealth Concepts held 300 shares of iShares Mortgage Real Estate ETF worth $6.62K as of Q2 2026.
iShares Mortgage Real Estate ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4822 holding.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.