Investors Research Corp’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Investors Research Corp’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
2026 Q2	$54.5K	Hold	5,258	–	–	0.01%	384
2026 Q1	$53.9K	Hold	5,258	–	–	0.01%	387
2025 Q4	$55.3K	Hold	5,258	–	–	0.01%	431
2025 Q3	$56.6K	Hold	5,258	–	–	0.01%	432
2025 Q2	$55.5K	Hold	5,258	–	–	0.01%	451
2025 Q1	$58.7K	Hold	5,258	–	–	0.01%	445
2024 Q4	$55.8K	Hold	5,258	–	–	0.01%	464
2024 Q3	$63.5K	Hold	5,258	–	–	0.01%	458
2024 Q2	$58.8K	Hold	5,258	–	–	0.01%	476
2024 Q1	$61.5K	Hold	5,258	–	–	0.01%	475
2023 Q4	$62.1K	Hold	5,258	–	–	0.02%	479
2023 Q3	$59.8K	Hold	5,258	–	–	0.02%	485
2023 Q2	$63.1K	Hold	5,258	–	–	0.02%	479
2023 Q1	$59.4K	Hold	5,258	–	–	0.02%	497
2022 Q4	$61.4K	Hold	5,258	–	–	0.02%	481
2022 Q3	$58K	Hold	5,258	–	–	0.02%	468
2022 Q2	$74K	Hold	5,258	–	–	0.02%	452
2022 Q1	$90K	Hold	5,258	–	–	0.03%	436
2021 Q4	$94K	Hold	5,258	–	–	0.03%	411
2021 Q3	$100K	Sell	5,258 -4	-0.1%	-$76	0.03%	401
2021 Q2	$104K	Hold	5,262	–	–	0.04%	393
2021 Q1	$100K	Hold	5,262	–	–	0.04%	393
2020 Q4	$88K	Buy	5,262 +107	+2%	+$1.64K	0.03%	436
2020 Q3	$72K	Buy	5,155 +370	+8%	+$5.1K	0.03%	436
2020 Q2	$64K	Buy	4,785 +4,320	+929%	+$50.6K	0.03%	438
2020 Q1	$5K	Buy	465 +202	+77%	+$4.35K	﹤0.01%	892
2019 Q4	$6K	Buy	263 +83	+46%	+$1.96K	﹤0.01%	921
2019 Q3	$4K	Buy	180 +109	+154%	+$2.5K	﹤0.01%	966
2019 Q2	$2K	Buy	+71	New	+$1.64K	﹤0.01%	979

Other funds holding MORT

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

LPL Financial San Diego, California $445B AUM 25.58% 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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investors Research Corp's MORT Position: Q2 2026 in Review

Investors Research Corp held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2026 at 5,258 shares worth $54.5K. The position accounts for 0.01% of the portfolio, ranked #384.

Investors Research Corp first reported a position in MORT in Q2 2019 and has held it in 29 quarters since. The position peaked at $104K in Q2 2021. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

Investors Research Corp held 5,258 shares of VanEck Mortgage REIT Income ETF worth $54.5K as of Q2 2026.
Investors Research Corp left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2026.
VanEck Mortgage REIT Income ETF made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #384 holding.
Investors Research Corp first reported a position in VanEck Mortgage REIT Income ETF in Q2 2019 and has held it in 29 quarters since.
Investors Research Corp's VanEck Mortgage REIT Income ETF position peaked at $104K in Q2 2021.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.