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

Spire Wealth 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
2026 Q2	$2.12K	Hold	96	–	–	﹤0.01%	2001
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

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

Spire Wealth Management's REM Position: Q2 2026 in Review

Spire Wealth Management held its iShares Mortgage Real Estate ETF (REM) position steady in Q2 2026 at 96 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Spire Wealth Management first reported a position in REM in Q1 2021 and has held it in 20 quarters since. The position peaked at $701K in Q2 2022. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Spire Wealth Management held 96 shares of iShares Mortgage Real Estate ETF worth $2.12K as of Q2 2026.
Spire Wealth Management left its iShares Mortgage Real Estate ETF share count unchanged in Q2 2026.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2001 holding.
Spire Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2021 and has held it in 20 quarters since.
Spire Wealth Management's iShares Mortgage Real Estate ETF position peaked at $701K in Q2 2022.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.