Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95K | Sell |
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|
2025
Q1 | $26.3K | Buy |
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|
2024
Q4 | $25K | Buy |
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|
2024
Q3 | $27.6K | Buy |
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|
2024
Q2 | $25.6K | Buy |
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|
2024
Q1 | $26.7K | Hold |
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|
2023
Q4 | $27.1K | Hold |
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|
2023
Q3 | $25.7K | Sell |
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|
2023
Q2 | $93.6K | Sell |
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|
2023
Q1 | $189K | Buy |
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|
2022
Q4 | $186K | Buy |
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|
2022
Q3 | $146K | Sell |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $289K | Buy |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $83K | Sell |
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|
2020
Q3 | $76K | Sell |
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|
2020
Q2 | $100K | Buy |
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|
2020
Q1 | $72K | Hold |
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|
2019
Q4 | $172K | Buy |
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|
2019
Q3 | $120K | Hold |
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|
2019
Q2 | $121K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $30K | Buy |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $17K | Sell |
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|
2017
Q3 | $71K | Buy |
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|
2017
Q2 | $68K | Buy |
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|
2017
Q1 | $8K | Buy |
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