Napa Wealth Management’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	$474K	Buy	22,193 +847	+4%	+$18.1K	0.23%	100
2025 Q1	$479K	Sell	21,346 -5,037	-19%	-$113K	0.27%	121
2024 Q4	$563K	Sell	26,383 -11,273	-30%	-$241K	0.24%	116
2024 Q3	$894K	Buy	37,656 +7,162	+23%	+$170K	0.42%	72
2024 Q2	$676K	Buy	+30,494	New	+$676K	0.46%	51