Northwestern Mutual 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 | $477K | Buy |
22,287
+6,342
| +40% | +$136K | ﹤0.01% | 1402 |
|
|
2025
Q1 | $358K | Buy |
15,945
+287
| +2% | +$6.44K | ﹤0.01% | 1451 |
|
|
2024
Q4 | $334K | Sell |
15,658
-931
| -6% | -$19.9K | ﹤0.01% | 1457 |
|
|
2024
Q3 | $394K | Buy |
16,589
+503
| +3% | +$11.9K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $356K | Buy |
16,086
+1,099
| +7% | +$24.4K | ﹤0.01% | 1369 |
|
|
2024
Q1 | $348K | Sell |
14,987
-1,860
| -11% | -$43.2K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $397K | Sell |
16,847
-9,277
| -36% | -$219K | ﹤0.01% | 1282 |
|
|
2023
Q3 | $584K | Sell |
26,124
-2,718
| -9% | -$60.7K | ﹤0.01% | 1101 |
|
|
2023
Q2 | $681K | Sell |
28,842
-356
| -1% | -$8.4K | ﹤0.01% | 1056 |
|
|
2023
Q1 | $638K | Sell |
29,198
-161
| -0.5% | -$3.52K | ﹤0.01% | 1053 |
|
|
2022
Q4 | $666K | Sell |
29,359
-5,033
| -15% | -$114K | ﹤0.01% | 995 |
|
|
2022
Q3 | $720K | Sell |
34,392
-114
| -0.3% | -$2.39K | ﹤0.01% | 919 |
|
|
2022
Q2 | $923K | Buy |
34,506
+3,837
| +13% | +$103K | ﹤0.01% | 839 |
|
|
2022
Q1 | $1M | Sell |
30,669
-1,276
| -4% | -$41.7K | ﹤0.01% | 848 |
|
|
2021
Q4 | $1.1M | Sell |
31,945
-4,101
| -11% | -$141K | ﹤0.01% | 791 |
|
|
2021
Q3 | $1.3M | Buy |
36,046
+653
| +2% | +$23.6K | ﹤0.01% | 693 |
|
|
2021
Q2 | $1.31M | Buy |
35,393
+929
| +3% | +$34.5K | ﹤0.01% | 672 |
|
|
2021
Q1 | $1.22M | Sell |
34,464
-16,211
| -32% | -$572K | ﹤0.01% | 635 |
|
|
2020
Q4 | $1.62M | Sell |
50,675
-50,717
| -50% | -$1.62M | ﹤0.01% | 534 |
|
|
2020
Q3 | $2.61M | Sell |
101,392
-32,464
| -24% | -$836K | 0.01% | 383 |
|
|
2020
Q2 | $3.33M | Buy |
133,856
+39,485
| +42% | +$982K | 0.01% | 329 |
|
|
2020
Q1 | $1.77M | Buy |
94,371
+23,868
| +34% | +$446K | 0.01% | 375 |
|
|
2019
Q4 | $3.14M | Buy |
70,503
+8,681
| +14% | +$387K | 0.01% | 322 |
|
|
2019
Q3 | $2.61M | Buy |
61,822
+18,443
| +43% | +$777K | 0.01% | 339 |
|
|
2019
Q2 | $1.83M | Buy |
43,379
+24,517
| +130% | +$1.03M | 0.01% | 384 |
|
|
2019
Q1 | $817K | Buy |
18,862
+12,358
| +190% | +$535K | ﹤0.01% | 489 |
|
|
2018
Q4 | $260K | Buy |
6,504
+3,841
| +144% | +$154K | ﹤0.01% | 717 |
|
|
2018
Q3 | $116K | Buy |
2,663
+1,237
| +87% | +$53.9K | ﹤0.01% | 994 |
|
|
2018
Q2 | $62K | Buy |
1,426
+65
| +5% | +$2.83K | ﹤0.01% | 1159 |
|
|
2018
Q1 | $58K | Hold |
1,361
| – | – | ﹤0.01% | 1144 |
|
|
2017
Q4 | $62K | Sell |
1,361
-25
| -2% | -$1.14K | ﹤0.01% | 1073 |
|
|
2017
Q3 | $65K | Buy |
1,386
+284
| +26% | +$13.3K | ﹤0.01% | 1024 |
|
|
2017
Q2 | $51K | Buy |
+1,102
| New | +$51K | ﹤0.01% | 1087 |
|
|
2017
Q1 | – | Sell |
-701
| Closed | -$29K | – | 2328 |
|
|
2016
Q4 | $29K | Buy |
+701
| New | +$29K | ﹤0.01% | 1221 |
|
|
2015
Q2 | – | Sell |
-28
| Closed | -$1K | – | 1597 |
|
|
2015
Q1 | $1K | Sell |
28
-253
| -90% | -$9.04K | ﹤0.01% | 1477 |
|
|
2014
Q4 | $13K | Buy |
281
+125
| +80% | +$5.78K | ﹤0.01% | 999 |
|
|
2014
Q3 | $7K | Buy |
+156
| New | +$7K | ﹤0.01% | 979 |
|
|
2014
Q2 | – | Sell |
-506
| Closed | -$25K | – | 1367 |
|
|
2014
Q1 | $25K | Sell |
506
-620
| -55% | -$30.6K | ﹤0.01% | 721 |
|
|
2013
Q4 | $52K | Buy |
+1,126
| New | +$52K | ﹤0.01% | 593 |
|