Kestra Private Wealth 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
2026 Q1	$541K	Buy	25,221 +741	+3%	+$16.6K	0.01%	1156
2025 Q4	$543K	Sell	24,480 -3,517	-13%	-$78.2K	0.01%	1118
2025 Q3	$615K	Sell	27,997 -4,957	-15%	-$110K	0.01%	1000
2025 Q2	$705K	Sell	32,954 -23,207	-41%	-$488K	0.01%	887
2025 Q1	$1.26M	Buy	56,161 +44,266	+372%	+$999K	0.02%	596
2024 Q4	$254K	Sell	11,895 -147	-1%	-$3.33K	﹤0.01%	1199
2024 Q3	$286K	Buy	12,042 +1,312	+12%	+$30.8K	0.01%	1101
2024 Q2	$238K	Buy	10,730 +1,232	+13%	+$27.5K	﹤0.01%	1151
2024 Q1	$221K	Buy	9,498 +394	+4%	+$8.92K	0.01%	1135
2023 Q4	$215K	Buy	+9,104	New	+$201K	0.01%	1086
2021 Q4	–	Sell	-5,569	Closed	-$202K	–	1017
2021 Q3	$202K	Buy	+5,569	New	+$203K	0.01%	852