SMFG
Sumitomo Mitsui Financial Group’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
14,223
| – | – | 0.01% | 111 |
|
|
2025
Q1 | $319K | Hold |
14,223
| – | – | 0.01% | 107 |
|
|
2024
Q4 | $304K | Buy |
14,223
+2,181
| +18% | +$46.6K | ﹤0.01% | 107 |
|
|
2024
Q3 | $286K | Buy |
12,042
+2,056
| +21% | +$48.8K | 0.01% | 108 |
|
|
2024
Q2 | $221K | Buy |
9,986
+5,340
| +115% | +$118K | 0.01% | 118 |
|
|
2024
Q1 | $108K | Hold |
4,646
| – | – | ﹤0.01% | 126 |
|
|
2023
Q4 | $110K | Hold |
4,646
| – | – | ﹤0.01% | 124 |
|
|
2023
Q3 | $104K | Buy |
4,646
+1,619
| +53% | +$36.3K | ﹤0.01% | 125 |
|
|
2023
Q2 | $71.3K | Sell |
3,027
-340
| -10% | -$8.01K | ﹤0.01% | 132 |
|
|
2023
Q1 | $73.5K | Sell |
3,367
-1,115
| -25% | -$24.4K | ﹤0.01% | 134 |
|
|
2022
Q4 | $101K | Sell |
4,482
-80
| -2% | -$1.81K | ﹤0.01% | 134 |
|
|
2022
Q3 | $96K | Buy |
4,562
+784
| +21% | +$16.5K | ﹤0.01% | 133 |
|
|
2022
Q2 | $101K | Buy |
3,778
+2,960
| +362% | +$79.1K | ﹤0.01% | 143 |
|
|
2022
Q1 | $27K | Hold |
818
| – | – | ﹤0.01% | 156 |
|
|
2021
Q4 | $28K | Sell |
818
-75
| -8% | -$2.57K | ﹤0.01% | 154 |
|
|
2021
Q3 | $32K | Hold |
893
| – | – | ﹤0.01% | 153 |
|
|
2021
Q2 | $33K | Hold |
893
| – | – | ﹤0.01% | 137 |
|
|
2021
Q1 | $32K | Sell |
893
-88
| -9% | -$3.15K | ﹤0.01% | 138 |
|
|
2020
Q4 | $31K | Sell |
981
-144
| -13% | -$4.55K | ﹤0.01% | 120 |
|
|
2020
Q3 | $29K | Buy |
1,125
+117
| +12% | +$3.02K | ﹤0.01% | 122 |
|
|
2020
Q2 | $25K | Sell |
1,008
-5,447
| -84% | -$135K | ﹤0.01% | 113 |
|
|
2020
Q1 | $120K | Buy |
6,455
+5,545
| +609% | +$103K | 0.01% | 97 |
|
|
2019
Q4 | $41K | Buy |
910
+81
| +10% | +$3.65K | ﹤0.01% | 97 |
|
|
2019
Q3 | $35K | Buy |
+829
| New | +$35K | ﹤0.01% | 103 |
|
|
2019
Q1 | – | Sell |
-10,769
| Closed | -$434K | – | 112 |
|
|
2018
Q4 | $434K | Hold |
10,769
| – | – | 0.03% | 72 |
|
|
2018
Q3 | $469K | Buy |
10,769
+8,265
| +330% | +$360K | 0.04% | 74 |
|
|
2018
Q2 | $109K | Hold |
2,504
| – | – | 0.01% | 78 |
|
|
2018
Q1 | $106K | Buy |
2,504
+304
| +14% | +$12.9K | 0.01% | 89 |
|
|
2017
Q4 | $99K | Hold |
2,200
| – | – | 0.01% | 70 |
|
|
2017
Q3 | $103K | Hold |
2,200
| – | – | 0.01% | 76 |
|
|
2017
Q2 | $102K | Buy |
+2,200
| New | +$102K | 0.02% | 69 |
|
|
2017
Q1 | – | Sell |
-8,685
| Closed | -$365K | – | 86 |
|
|
2016
Q4 | $365K | Buy |
+8,685
| New | +$365K | 0.08% | 30 |
|