Spire Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$662 | ﹤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% | 2118 |
|
|
2023
Q1 | $2.78K | Buy |
+127
| New | +$2.78K | ﹤0.01% | 2184 |
|
|
2022
Q3 | – | Sell |
-26,226
| Closed | -$701K | – | 2522 |
|
|
2022
Q2 | $701K | Buy |
26,226
+19,921
| +316% | +$532K | 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% | -$11.1K | 0.01% | 879 |
|
|
2021
Q1 | $233K | Buy |
+6,605
| New | +$233K | 0.01% | 1000 |
|