Kestra Private Wealth Services’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Sell |
32,954
-23,207
| -41% | -$496K | 0.01% | 885 |
|
|
2025
Q1 | $1.26M | Buy |
56,161
+44,266
| +372% | +$993K | 0.02% | 596 |
|
|
2024
Q4 | $254K | Sell |
11,895
-147
| -1% | -$3.14K | ﹤0.01% | 1195 |
|
|
2024
Q3 | $286K | Buy |
12,042
+1,312
| +12% | +$31.1K | 0.01% | 1100 |
|
|
2024
Q2 | $238K | Buy |
10,730
+1,232
| +13% | +$27.3K | ﹤0.01% | 1149 |
|
|
2024
Q1 | $221K | Buy |
9,498
+394
| +4% | +$9.16K | 0.01% | 1135 |
|
|
2023
Q4 | $215K | Buy |
+9,104
| New | +$215K | 0.01% | 1086 |
|
|
2021
Q4 | – | Sell |
-5,569
| Closed | -$202K | – | 1017 |
|
|
2021
Q3 | $202K | Buy |
+5,569
| New | +$202K | 0.01% | 852 |
|