Stifel Financial’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 | $233K | Buy |
+10,881
| New | +$233K | ﹤0.01% | 3189 |
|
|
2024
Q4 | – | Sell |
-15,761
| Closed | -$374K | – | 3472 |
|
|
2024
Q3 | $374K | Buy |
15,761
+3,085
| +24% | +$73.2K | ﹤0.01% | 2845 |
|
|
2024
Q2 | $281K | Hold |
12,676
| – | – | ﹤0.01% | 2947 |
|
|
2024
Q1 | $295K | Hold |
12,676
| – | – | ﹤0.01% | 2928 |
|
|
2023
Q4 | $299K | Buy |
+12,676
| New | +$299K | ﹤0.01% | 2848 |
|
|
2021
Q2 | – | Sell |
-9,401
| Closed | -$331K | – | 3375 |
|
|
2021
Q1 | $331K | Sell |
9,401
-146
| -2% | -$5.14K | ﹤0.01% | 2726 |
|
|
2020
Q4 | $304K | Sell |
9,547
-64,783
| -87% | -$2.06M | ﹤0.01% | 2585 |
|
|
2020
Q3 | $1.92M | Sell |
74,330
-27,779
| -27% | -$716K | ﹤0.01% | 1235 |
|
|
2020
Q2 | $2.54M | Buy |
+102,109
| New | +$2.54M | 0.01% | 1035 |
|
|
2020
Q1 | – | Sell |
-7,967
| Closed | -$349K | – | 3031 |
|
|
2019
Q4 | $349K | Sell |
7,967
-458
| -5% | -$20.1K | ﹤0.01% | 2462 |
|
|
2019
Q3 | $357K | Buy |
8,425
+353
| +4% | +$15K | ﹤0.01% | 2353 |
|
|
2019
Q2 | $341K | Sell |
8,072
-569
| -7% | -$24K | ﹤0.01% | 2428 |
|
|
2019
Q1 | $373K | Buy |
8,641
+90
| +1% | +$3.89K | ﹤0.01% | 2230 |
|
|
2018
Q4 | $343K | Sell |
8,551
-1,240
| -13% | -$49.7K | ﹤0.01% | 2157 |
|
|
2018
Q3 | $426K | Sell |
9,791
-76
| -0.8% | -$3.31K | ﹤0.01% | 2168 |
|
|
2018
Q2 | $428K | Sell |
9,867
-54
| -0.5% | -$2.34K | ﹤0.01% | 2100 |
|
|
2018
Q1 | $422K | Sell |
9,921
-13,308
| -57% | -$566K | ﹤0.01% | 2067 |
|
|
2017
Q4 | $1.05M | Sell |
23,229
-19,247
| -45% | -$872K | ﹤0.01% | 1497 |
|
|
2017
Q3 | $2M | Buy |
42,476
+17,465
| +70% | +$821K | 0.01% | 1125 |
|
|
2017
Q2 | $1.17M | Sell |
25,011
-160,974
| -87% | -$7.5M | ﹤0.01% | 1401 |
|
|
2017
Q1 | $8.42M | Buy |
185,985
+145,634
| +361% | +$6.6M | 0.03% | 517 |
|
|
2016
Q4 | $1.7M | Sell |
40,351
-45,879
| -53% | -$1.94M | 0.01% | 1097 |
|
|
2016
Q3 | $3.63M | Buy |
86,230
+5,069
| +6% | +$213K | 0.02% | 752 |
|
|
2016
Q2 | $3.33M | Buy |
81,161
+77,634
| +2,201% | +$3.19M | 0.02% | 777 |
|
|
2016
Q1 | $136K | Buy |
3,527
+145
| +4% | +$5.59K | ﹤0.01% | 2071 |
|
|
2015
Q4 | $129K | Sell |
3,382
-81
| -2% | -$3.09K | ﹤0.01% | 2201 |
|
|
2015
Q3 | $138K | Sell |
3,463
-426
| -11% | -$17K | ﹤0.01% | 2099 |
|
|
2015
Q2 | $164K | Sell |
3,889
-447
| -10% | -$18.9K | ﹤0.01% | 2210 |
|
|
2015
Q1 | $203K | Sell |
4,336
-839
| -16% | -$39.3K | ﹤0.01% | 2109 |
|
|
2014
Q4 | $242K | Sell |
5,175
-1,298
| -20% | -$60.7K | ﹤0.01% | 1969 |
|
|
2014
Q3 | $305K | Buy |
6,473
+288
| +5% | +$13.6K | ﹤0.01% | 1791 |
|
|
2014
Q2 | $313K | Buy |
6,185
+76
| +1% | +$3.85K | ﹤0.01% | 1748 |
|
|
2014
Q1 | $300K | Buy |
+6,109
| New | +$300K | ﹤0.01% | 1714 |
|