SL
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Salomon & Ludwin’s iShares Mortgage Real Estate ETF REM Stock Holding History

Salomon & Ludwin’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 		$5.34K Hold
247
– – ﹤0.01% 1749
2025
Q4 		$5.58K Hold
247
– – ﹤0.01% 1734
2025
Q3 		$5.52K Hold
247
– – ﹤0.01% 1679
2025
Q2 		$5.42K Hold
247
– – ﹤0.01% 554
2025
Q1 		$5.54K Hold
247
– – ﹤0.01% 511
2024
Q4 		$5.27K Hold
247
– – ﹤0.01% 505
2024
Q3 		$5.86K Hold
247
– – ﹤0.01% 512
2024
Q2 		$5.47K Hold
247
– – ﹤0.01% 519
2024
Q1 		$5.74K Hold
247
– – ﹤0.01% 617
2023
Q4 		$5.52K Hold
247
– – ﹤0.01% 572
2023
Q3 		$5.52K Buy
+247
New +$5.87K ﹤0.01% 570

Other funds holding REM

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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