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

Silver Oak 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
2026
Q2 		– Sell
-9,914
Closed -$213K – 889
2026
Q1 		$213K Sell
9,914
-1,096
-10% -$24.6K 0.02% 714
2025
Q4 		$244K Sell
11,010
-3,799
-26% -$84.5K 0.02% 700
2025
Q3 		$325K Sell
14,809
-575
-4% -$12.8K 0.02% 562
2025
Q2 		$329K Buy
15,384
+444
+3% +$9.33K 0.03% 521
2025
Q1 		$331K Buy
14,940
+75
+0.5% +$1.69K 0.03% 480
2024
Q4 		$312K Buy
+14,865
New +$337K 0.03% 489

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Silver Oak Securities's REM Position: Q2 2026 in Review

Silver Oak Securities sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2026, closing a stake of 9,914 shares — an estimated $213K sold.

Silver Oak Securities first reported a position in REM in Q4 2024 and held it in 6 quarters. The position peaked at $331K in Q1 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Silver Oak Securities reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 9,914 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $213K.
  • Silver Oak Securities first reported a position in iShares Mortgage Real Estate ETF in Q4 2024 and held it in 6 quarters.
  • Silver Oak Securities's iShares Mortgage Real Estate ETF position peaked at $331K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.