ORG Wealth Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

ORG Wealth Partners’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	$13K	Hold	589	–	–	﹤0.01%	499
2026 Q1	$12.6K	Hold	589	–	–	﹤0.01%	474
2025 Q4	$13.1K	Hold	589	–	–	﹤0.01%	446
2025 Q3	$12.9K	Hold	589	–	–	﹤0.01%	445
2025 Q2	$12.7K	Hold	589	–	–	﹤0.01%	474
2025 Q1	$13.2K	Hold	589	–	–	﹤0.01%	505
2024 Q4	$12.6K	Hold	589	–	–	﹤0.01%	364
2024 Q3	$14K	Buy	+589	New	+$13.8K	﹤0.01%	354

Other funds holding REM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ORG Wealth Partners's REM Position: Q2 2026 in Review

ORG Wealth Partners held its iShares Mortgage Real Estate ETF (REM) position steady in Q2 2026 at 589 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

ORG Wealth Partners first reported a position in REM in Q3 2024 and has held it in 8 quarters since. The position peaked at $14K in Q3 2024. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

ORG Wealth Partners held 589 shares of iShares Mortgage Real Estate ETF worth $13K as of Q2 2026.
ORG Wealth Partners left its iShares Mortgage Real Estate ETF share count unchanged in Q2 2026.
iShares Mortgage Real Estate ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #499 holding.
ORG Wealth Partners first reported a position in iShares Mortgage Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares Mortgage Real Estate ETF position peaked at $14K in Q3 2024.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.