Spire Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.06K	Hold	96	–	–	﹤0.01%	2039
2025 Q4	$2.13K	Hold	96	–	–	﹤0.01%	2087
2025 Q3	$2.11K	Hold	96	–	–	﹤0.01%	2148
2025 Q2	$2.05K	Hold	96	–	–	﹤0.01%	2164
2025 Q1	$2.16K	Hold	96	–	–	﹤0.01%	2266
2024 Q4	$2.05K	Sell	96 -31	-24%	-$703	﹤0.01%	2253
2024 Q3	$3.02K	Hold	127	–	–	﹤0.01%	1920
2024 Q2	$2.82K	Hold	127	–	–	﹤0.01%	1947
2024 Q1	$2.95K	Hold	127	–	–	﹤0.01%	2026
2023 Q4	$2.96K	Hold	127	–	–	﹤0.01%	2069
2023 Q3	$2.84K	Hold	127	–	–	﹤0.01%	2059
2023 Q2	$3K	Hold	127	–	–	﹤0.01%	2119
2023 Q1	$2.77K	Buy	+127	New	+$3.03K	﹤0.01%	2185
2022 Q3	–	Sell	-26,226	Closed	-$701K	–	2523
2022 Q2	$701K	Buy	26,226 +19,921	+316%	+$590K	0.03%	400
2022 Q1	$206K	Hold	6,305	–	–	0.01%	882
2021 Q4	$218K	Hold	6,305	–	–	﹤0.01%	1056
2021 Q3	$228K	Hold	6,305	–	–	0.01%	868
2021 Q2	$234K	Sell	6,305 -300	-5%	-$11K	0.01%	879
2021 Q1	$233K	Buy	+6,605	New	+$221K	0.01%	1000