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INVST’s iShares Mortgage Real Estate ETF REM Stock Holding History

INVST’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 		$1.27M Buy
57,597
+7,655
+15% +$169K 0.12% 131
2026
Q1 		$1.07M Buy
49,942
+3,847
+8% +$86.4K 0.12% 143
2025
Q4 		$1.02M Sell
46,095
-355
-0.8% -$7.9K 0.11% 154
2025
Q3 		$1.02M Buy
46,450
+20,023
+76% +$446K 0.12% 145
2025
Q2 		$565K Buy
26,427
+503
+2% +$10.6K 0.07% 223
2025
Q1 		$582K Buy
25,924
+6,515
+34% +$147K 0.08% 205
2024
Q4 		$414K Sell
19,409
-2,539
-12% -$57.6K 0.05% 188
2024
Q3 		$521K Sell
21,948
-2,921
-12% -$68.6K 0.06% 174
2024
Q2 		$545K Sell
24,869
-7,297
-23% -$163K 0.06% 163
2024
Q1 		$737K Sell
32,166
-7,800
-20% -$177K 0.09% 137
2023
Q4 		$887K Sell
39,966
-21,903
-35% -$483K 0.11% 108
2023
Q3 		$1.38M Buy
61,869
+33,205
+116% +$789K 0.2% 72
2023
Q2 		$676K Buy
+28,664
New +$627K 0.1% 121

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

INVST's REM Position: Q2 2026 in Review

INVST increased its iShares Mortgage Real Estate ETF (REM) stake by 15% in Q2 2026, buying an estimated $169K and bringing the position to 57,597 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #131.

INVST first reported a position in REM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q3 2023. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • INVST held 57,597 shares of iShares Mortgage Real Estate ETF worth $1.27M as of Q2 2026.
  • INVST bought 7,655 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $169K.
  • iShares Mortgage Real Estate ETF made up 0.12% of INVST's portfolio in Q2 2026, its #131 holding.
  • INVST first reported a position in iShares Mortgage Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • INVST's iShares Mortgage Real Estate ETF position peaked at $1.38M in Q3 2023.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.