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Miller Global Investments’s iShares Mortgage Real Estate ETF REM Stock Holding History

Miller Global Investments’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 		$23.9K Hold
1,082
– – 0.02% 209
2026
Q1 		$23.2K Sell
1,082
-79
-7% -$1.77K 0.02% 208
2025
Q4 		$25.8K Buy
+1,161
New +$25.8K 0.02% 182

Other funds holding REM

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Miller Global Investments's REM Position: Q2 2026 in Review

Miller Global Investments held its iShares Mortgage Real Estate ETF (REM) position steady in Q2 2026 at 1,082 shares worth $23.9K. The position accounts for 0.02% of the portfolio, ranked #209.

Miller Global Investments first reported a position in REM in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.8K in Q4 2025. 45 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Miller Global Investments held 1,082 shares of iShares Mortgage Real Estate ETF worth $23.9K as of Q2 2026.
  • Miller Global Investments left its iShares Mortgage Real Estate ETF share count unchanged in Q2 2026.
  • iShares Mortgage Real Estate ETF made up 0.02% of Miller Global Investments's portfolio in Q2 2026, its #209 holding.
  • Miller Global Investments first reported a position in iShares Mortgage Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Miller Global Investments's iShares Mortgage Real Estate ETF position peaked at $25.8K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.