Mutual Advisors’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	$347K	Sell	16,149 -1,100	-6%	-$24.7K	0.01%	1058
2025 Q4	$383K	Sell	17,249 -301	-2%	-$6.7K	0.01%	998
2025 Q3	$389K	Hold	17,550	–	–	0.01%	967
2025 Q2	$392K	Sell	17,550 -2,250	-11%	-$47.3K	0.01%	885
2025 Q1	$413K	Sell	19,800 -500	-2%	-$11.3K	0.01%	791
2024 Q4	$442K	Hold	20,300	–	–	0.01%	747
2024 Q3	$466K	Hold	20,300	–	–	0.01%	733
2024 Q2	$479K	Sell	20,300 -375	-2%	-$8.38K	0.01%	719
2024 Q1	$480K	Hold	20,675	–	–	0.02%	704
2023 Q4	$488K	Sell	20,675 -1,500	-7%	-$33.1K	0.02%	659
2023 Q3	$495K	Sell	22,175 -2,250	-9%	-$53.5K	0.02%	626
2023 Q2	$576K	Sell	24,425 -1,300	-5%	-$28.4K	0.02%	596
2023 Q1	$562K	Hold	25,725	–	–	0.02%	585
2022 Q4	$584K	Sell	25,725 -3,700	-13%	-$86.2K	0.03%	545
2022 Q3	$616K	Hold	29,425	–	–	0.03%	503
2022 Q2	$787K	Sell	29,425 -1,125	-4%	-$33.3K	0.05%	405
2022 Q1	$998K	Hold	30,550	–	–	0.06%	379
2021 Q4	$1.05M	Sell	30,550 -850	-3%	-$31K	0.06%	366
2021 Q3	$1.14M	Hold	31,400	–	–	0.07%	328
2021 Q2	$1.17M	Buy	31,400 +2,000	+7%	+$73.3K	0.07%	325
2021 Q1	$1.04M	Buy	+29,400	New	+$984K	0.07%	317