Prevail Innovative Wealth 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	$2.39M	Buy	111,968 +14,214	+15%	+$304K	0.54%	61
2025 Q1	$2.19M	Buy	97,754 +40,449	+71%	+$908K	0.58%	55
2024 Q4	$1.22M	Buy	+57,305	New	+$1.22M	0.35%	80