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

Kestra Private Wealth Services’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	$542K	Sell	24,586 -635	-3%	-$14.1K	0.01%	1191
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

Other funds holding REM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kestra Private Wealth Services's REM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Mortgage Real Estate ETF (REM) stake by 2.5% in Q2 2026, selling an estimated $14.1K and leaving 24,586 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #1191.

Kestra Private Wealth Services first reported a position in REM in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.26M in Q1 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Kestra Private Wealth Services held 24,586 shares of iShares Mortgage Real Estate ETF worth $542K as of Q2 2026.
Kestra Private Wealth Services sold 635 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $14.1K.
iShares Mortgage Real Estate ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1191 holding.
Kestra Private Wealth Services first reported a position in iShares Mortgage Real Estate ETF in Q3 2021 and has held it in 12 quarters since.
Kestra Private Wealth Services's iShares Mortgage Real Estate ETF position peaked at $1.26M in Q1 2025.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.