Mutual Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
17,550
-2,250
| -11% | -$50.3K | 0.01% | 884 |
|
|
2025
Q1 | $413K | Sell |
19,800
-500
| -2% | -$10.4K | 0.01% | 790 |
|
|
2024
Q4 | $442K | Hold |
20,300
| – | – | 0.01% | 746 |
|
|
2024
Q3 | $466K | Hold |
20,300
| – | – | 0.01% | 733 |
|
|
2024
Q2 | $479K | Sell |
20,300
-375
| -2% | -$8.85K | 0.01% | 719 |
|
|
2024
Q1 | $480K | Hold |
20,675
| – | – | 0.02% | 704 |
|
|
2023
Q4 | $488K | Sell |
20,675
-1,500
| -7% | -$35.4K | 0.02% | 658 |
|
|
2023
Q3 | $495K | Sell |
22,175
-2,250
| -9% | -$50.3K | 0.02% | 625 |
|
|
2023
Q2 | $576K | Sell |
24,425
-1,300
| -5% | -$30.7K | 0.02% | 595 |
|
|
2023
Q1 | $562K | Hold |
25,725
| – | – | 0.02% | 584 |
|
|
2022
Q4 | $584K | Sell |
25,725
-3,700
| -13% | -$84K | 0.03% | 545 |
|
|
2022
Q3 | $616K | Hold |
29,425
| – | – | 0.03% | 502 |
|
|
2022
Q2 | $787K | Sell |
29,425
-1,125
| -4% | -$30.1K | 0.05% | 404 |
|
|
2022
Q1 | $998K | Hold |
30,550
| – | – | 0.06% | 378 |
|
|
2021
Q4 | $1.05M | Sell |
30,550
-850
| -3% | -$29.3K | 0.06% | 365 |
|
|
2021
Q3 | $1.14M | Hold |
31,400
| – | – | 0.07% | 327 |
|
|
2021
Q2 | $1.17M | Buy |
31,400
+2,000
| +7% | +$74.3K | 0.07% | 324 |
|
|
2021
Q1 | $1.04M | Buy |
+29,400
| New | +$1.04M | 0.07% | 316 |
|