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Phillips Financial Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Phillips Financial Management’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
2025
Q2 		– Sell
-2,287
Closed -$51.3K – 287
2025
Q1 		$51.3K Buy
+2,287
New +$51.6K ﹤0.01% 212

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Envestnet Asset Management
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Bank of America
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BNP Paribas Financial Markets
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Phillips Financial Management's REM Position: Q2 2025 in Review

Phillips Financial Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2025, closing a stake of 2,287 shares — an estimated $51.3K sold.

Phillips Financial Management first reported a position in REM in Q1 2025 and held it in 1 quarter. The position peaked at $51.3K in Q1 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2025.

  • Phillips Financial Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Phillips Financial Management sold 2,287 iShares Mortgage Real Estate ETF shares in Q2 2025, an estimated $51.3K.
  • Phillips Financial Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • Phillips Financial Management's iShares Mortgage Real Estate ETF position peaked at $51.3K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2025.

Based on Phillips Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.