Sumitomo Mitsui Trust Group’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
2026 Q1	$541K	Sell	25,221 -553	-2%	-$12.4K	﹤0.01%	923
2025 Q4	$572K	Sell	25,774 -3,041	-11%	-$67.6K	﹤0.01%	931
2025 Q3	$633K	Sell	28,815 -2,464	-8%	-$54.9K	﹤0.01%	910
2025 Q2	$669K	Buy	31,279 +1,738	+6%	+$36.5K	﹤0.01%	893
2025 Q1	$663K	Sell	29,541 -2,221	-7%	-$50.1K	﹤0.01%	897
2024 Q4	$678K	Hold	31,762	–	–	﹤0.01%	915
2024 Q3	$754K	Hold	31,762	–	–	﹤0.01%	922
2024 Q2	$704K	Sell	31,762 -2,138	-6%	-$47.8K	﹤0.01%	934
2024 Q1	$788K	Sell	33,900 -1,308	-4%	-$29.6K	﹤0.01%	985
2023 Q4	$831K	Sell	35,208 -837	-2%	-$18.5K	﹤0.01%	993
2023 Q3	$805K	Buy	36,045 +16,070	+80%	+$382K	﹤0.01%	1009
2023 Q2	$471K	Hold	19,975	–	–	﹤0.01%	1061
2023 Q1	$436K	Buy	+19,975	New	+$477K	﹤0.01%	1079
2022 Q1	–	Sell	-40,346	Closed	-$1.39M	–	1228
2021 Q4	$1.39M	Sell	40,346 -24,855	-38%	-$908K	﹤0.01%	996
2021 Q3	$2.36M	Hold	65,201	–	–	﹤0.01%	928
2021 Q2	$2.42M	Sell	65,201 -4,355	-6%	-$160K	﹤0.01%	932
2021 Q1	$2.45M	Buy	+69,556	New	+$2.33M	﹤0.01%	907
2020 Q1	–	Sell	-81,165	Closed	-$3.61M	–	1136
2019 Q4	$3.61M	Buy	81,165 +68,550	+543%	+$2.97M	﹤0.01%	833
2019 Q3	$531K	Buy	+12,615	New	+$532K	﹤0.01%	996