Jaffetilchin Investment Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Jaffetilchin Investment Partners’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
2024 Q4	–	Sell	-520	Closed	-$12.3K	–	1087
2024 Q3	$12.3K	Buy	+520	New	+$12.2K	﹤0.01%	862
2015 Q2	–	Sell	-4,198	Closed	-$196K	–	234
2015 Q1	$196K	Sell	4,198 -239,652	-98%	-$11.3M	0.06%	212
2014 Q4	$11.4M	Buy	243,850 +21,265	+10%	+$1.04M	3.83%	6
2014 Q3	$10.5M	Buy	222,585 +17,057	+8%	+$857K	3.85%	7
2014 Q2	$10.4M	Buy	205,528 +21,696	+12%	+$1.09M	3.71%	6
2014 Q1	$9.02M	Buy	+183,832	New	+$9.06M	3.52%	9

Other funds holding REM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Jaffetilchin Investment Partners's REM Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2024, closing a stake of 520 shares — an estimated $12.3K sold.

Jaffetilchin Investment Partners first reported a position in REM in Q1 2014 and held it in 6 quarters. The position peaked at $11.4M in Q4 2014. 124 funds tracked by Wall St. Rank hold REM as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 520 iShares Mortgage Real Estate ETF shares in Q4 2024, an estimated $12.3K.
Jaffetilchin Investment Partners first reported a position in iShares Mortgage Real Estate ETF in Q1 2014 and held it in 6 quarters.
Jaffetilchin Investment Partners's iShares Mortgage Real Estate ETF position peaked at $11.4M in Q4 2014.
124 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.