MA
REM icon

Mutual Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Mutual Advisors’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 		$356K Hold
16,149
– – 0.01% 1117
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

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

Mutual Advisors's REM Position: Q2 2026 in Review

Mutual Advisors held its iShares Mortgage Real Estate ETF (REM) position steady in Q2 2026 at 16,149 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #1117.

Mutual Advisors first reported a position in REM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.17M in Q2 2021. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Mutual Advisors held 16,149 shares of iShares Mortgage Real Estate ETF worth $356K as of Q2 2026.
  • Mutual Advisors left its iShares Mortgage Real Estate ETF share count unchanged in Q2 2026.
  • iShares Mortgage Real Estate ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1117 holding.
  • Mutual Advisors first reported a position in iShares Mortgage Real Estate ETF in Q1 2021 and has held it in 22 quarters since.
  • Mutual Advisors's iShares Mortgage Real Estate ETF position peaked at $1.17M in Q2 2021.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.