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Sunrise Financial Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Sunrise Financial Services’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
Q2 		$25.8K Sell
1,171
-33
-3% -$730 0.02% 159
2026
Q1 		$25.9K Buy
+1,204
New +$27K 0.02% 160

Other funds holding REM

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunrise Financial Services's REM Position: Q2 2026 in Review

Sunrise Financial Services reduced its iShares Mortgage Real Estate ETF (REM) stake by 2.7% in Q2 2026, selling an estimated $730 and leaving 1,171 shares worth $25.8K. The position accounts for 0.02% of the portfolio, ranked #159.

Sunrise Financial Services first reported a position in REM in Q1 2026 and has held it in 2 quarters since. The position peaked at $25.9K in Q1 2026. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Sunrise Financial Services held 1,171 shares of iShares Mortgage Real Estate ETF worth $25.8K as of Q2 2026.
  • Sunrise Financial Services sold 33 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $730.
  • iShares Mortgage Real Estate ETF made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #159 holding.
  • Sunrise Financial Services first reported a position in iShares Mortgage Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • Sunrise Financial Services's iShares Mortgage Real Estate ETF position peaked at $25.9K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.