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 Q2	$5.42K	Hold	247	–	–	﹤0.01%	1805
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

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

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

ECM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Salomon & Ludwin's REM Position: Q2 2026 in Review

Salomon & Ludwin held its iShares Mortgage Real Estate ETF (REM) position steady in Q2 2026 at 247 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Salomon & Ludwin first reported a position in REM in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.86K in Q3 2024. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Salomon & Ludwin held 247 shares of iShares Mortgage Real Estate ETF worth $5.42K as of Q2 2026.
Salomon & Ludwin left its iShares Mortgage Real Estate ETF share count unchanged in Q2 2026.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1805 holding.
Salomon & Ludwin first reported a position in iShares Mortgage Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's iShares Mortgage Real Estate ETF position peaked at $5.86K in Q3 2024.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.