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Mather Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Mather Group’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 		$17.3K Hold
786
– – ﹤0.01% 1363
2026
Q1 		$16.9K Buy
+786
New +$17.7K ﹤0.01% 1321
2024
Q3 		– Sell
-1,660
Closed -$38.6K – 2093
2024
Q2 		$38.6K Buy
+1,660
New +$37.1K ﹤0.01% 1073

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mather Group's REM Position: Q2 2026 in Review

Mather Group held its iShares Mortgage Real Estate ETF (REM) position steady in Q2 2026 at 786 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Mather Group first reported a position in REM in Q2 2024 and has held it in 3 quarters since. The position peaked at $38.6K in Q2 2024. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Mather Group held 786 shares of iShares Mortgage Real Estate ETF worth $17.3K as of Q2 2026.
  • Mather Group left its iShares Mortgage Real Estate ETF share count unchanged in Q2 2026.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1363 holding.
  • Mather Group first reported a position in iShares Mortgage Real Estate ETF in Q2 2024 and has held it in 3 quarters since.
  • Mather Group's iShares Mortgage Real Estate ETF position peaked at $38.6K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.