Prevail Innovative Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Prevail Innovative Wealth Advisors’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 Q1	–	Sell	-147,360	Closed	-$3.27M	–	220
2025 Q4	$3.27M	Buy	147,360 +11,245	+8%	+$250K	0.59%	65
2025 Q3	$2.99M	Buy	136,115 +24,147	+22%	+$538K	0.58%	59
2025 Q2	$2.39M	Buy	111,968 +14,214	+15%	+$299K	0.54%	61
2025 Q1	$2.19M	Buy	97,754 +40,449	+71%	+$912K	0.58%	55
2024 Q4	$1.22M	Buy	+57,305	New	+$1.3M	0.35%	80

Other funds holding REM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Prevail Innovative Wealth Advisors's REM Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2026, closing a stake of 147,360 shares — an estimated $3.27M sold.

Prevail Innovative Wealth Advisors first reported a position in REM in Q4 2024 and held it in 5 quarters. The position peaked at $3.27M in Q4 2025. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 147,360 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $3.27M.
Prevail Innovative Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2024 and held it in 5 quarters.
Prevail Innovative Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $3.27M in Q4 2025.
119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.