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Smartleaf Asset Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Smartleaf Asset Management’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
-750
Closed -$16.4K – 3545
2025
Q3 		$16.4K Sell
750
-150
-17% -$3.34K ﹤0.01% 1887
2025
Q2 		$19.1K Buy
+900
New +$18.9K ﹤0.01% 1572

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Bank of America
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Osaic Holdings
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ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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

Smartleaf Asset Management's REM Position: Q4 2025 in Review

Smartleaf Asset Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2025, closing a stake of 750 shares — an estimated $16.4K sold.

Smartleaf Asset Management first reported a position in REM in Q2 2025 and held it in 2 quarters. The position peaked at $19.1K in Q2 2025. 122 funds tracked by Wall St. Rank hold REM as of Q4 2025.

  • Smartleaf Asset Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 750 iShares Mortgage Real Estate ETF shares in Q4 2025, an estimated $16.4K.
  • Smartleaf Asset Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2025 and held it in 2 quarters.
  • Smartleaf Asset Management's iShares Mortgage Real Estate ETF position peaked at $19.1K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.