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Strategic Advocates’s iShares Mortgage Real Estate ETF REM Stock Holding History

Strategic Advocates’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
Q1 		– Sell
-598
Closed -$13.3K – 526
2025
Q4 		$13.3K Hold
598
– – ﹤0.01% 344
2025
Q3 		$13.1K Buy
+598
New +$13.3K ﹤0.01% 332
2024
Q1 		– Sell
-12,438
Closed -$293K – 162
2023
Q4 		$293K Sell
12,438
-4,524
-27% -$99.9K 0.12% 109
2023
Q3 		$379K Buy
+16,962
New +$403K 0.18% 97

Other funds holding REM

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Strategic Advocates's REM Position: Q1 2026 in Review

Strategic Advocates sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2026, closing a stake of 598 shares — an estimated $13.3K sold.

Strategic Advocates first reported a position in REM in Q3 2023 and held it in 4 quarters. The position peaked at $379K in Q3 2023. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

  • Strategic Advocates reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 598 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $13.3K.
  • Strategic Advocates first reported a position in iShares Mortgage Real Estate ETF in Q3 2023 and held it in 4 quarters.
  • Strategic Advocates's iShares Mortgage Real Estate ETF position peaked at $379K in Q3 2023.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.