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Principal Securities’s iShares Mortgage Real Estate ETF REM Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,028
Closed -$22.6K – 3033
2025
Q3 		$22.6K Buy
1,028
+95
+10% +$2.12K ﹤0.01% 2353
2025
Q2 		$19.9K Hold
933
– – ﹤0.01% 2321
2025
Q1 		$19.9K Hold
933
– – ﹤0.01% 2197
2024
Q4 		$19.9K Buy
933
+56
+6% +$1.27K ﹤0.01% 2193
2024
Q3 		$20.8K Sell
877
-907
-51% -$21.3K ﹤0.01% 2099
2024
Q2 		$39.5K Buy
1,784
+764
+75% +$17.1K ﹤0.01% 1731
2024
Q1 		$23.7K Sell
1,020
-100
-9% -$2.26K ﹤0.01% 1921
2023
Q4 		$26.4K Buy
+1,120
New +$24.7K ﹤0.01% 1779

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return