Kestra Advisory Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$568K Buy
2025
Q1
$528K Buy
2024
Q4
$477K Sell
2024
Q3
$581K Buy
2024
Q2
$373K Buy
2024
Q1
$300K Buy
2023
Q4
$269K Buy
2023
Q3
$214K Buy
2023
Q2
$221K Sell
2023
Q1
$251K Buy
2022
Q4
$226K Sell
2022
Q3
$212K Buy
2022
Q2
$270K Sell
2022
Q1
$379K Sell
2021
Q4
$412K Sell
2021
Q3
$446K Sell
2021
Q2
$484K Buy
2021
Q1
$425K Sell
2020
Q4
$1.07M Buy
2020
Q3
$441K Buy