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VisionPoint Advisory Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

VisionPoint Advisory Group’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 		$4.44M Sell
201,161
-7,632
-4% -$169K 0.72% 31
2026
Q1 		$4.48M Buy
208,793
+609
+0.3% +$13.7K 0.84% 23
2025
Q4 		$4.62M Sell
208,184
-317
-0.2% -$7.05K 0.9% 21
2025
Q3 		$4.58M Buy
208,501
+5,106
+3% +$114K 0.91% 22
2025
Q2 		$4.35M Sell
203,395
-7,275
-3% -$153K 0.95% 22
2025
Q1 		$4.73M Buy
210,670
+9,326
+5% +$210K 1.62% 13
2024
Q4 		$4.32M Sell
201,344
-21,368
-10% -$485K 1.48% 13
2024
Q3 		$5.28M Buy
222,712
+2,082
+0.9% +$48.9K 1.78% 9
2024
Q2 		$4.89M Sell
220,630
-19,674
-8% -$439K 1.74% 9
2024
Q1 		$5.58M Sell
240,304
-69,015
-22% -$1.56M 2.01% 4
2023
Q4 		$7.3M Sell
309,319
-83,193
-21% -$1.84M 2.69% 5
2023
Q3 		$8.77M Sell
392,512
-18,969
-5% -$451K 3.76% 2
2023
Q2 		$9.71M Buy
411,481
+25,174
+7% +$551K 3.97% 3
2023
Q1 		$7.91M Sell
386,307
-81,108
-17% -$1.94M 3.49% 4
2022
Q4 		$11.9M Buy
+467,415
New +$10.9M 4.93% 3
2022
Q3 		– Sell
-8,212
Closed -$248K – 104
2022
Q2 		$248K Sell
8,212
-19,004
-70% -$562K 0.1% 89
2022
Q1 		$796K Buy
27,216
+7,648
+39% +$252K 0.37% 50
2021
Q4 		$643K Buy
+19,568
New +$715K 0.28% 61

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

VisionPoint Advisory Group's REM Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares Mortgage Real Estate ETF (REM) stake by 3.7% in Q2 2026, selling an estimated $169K and leaving 201,161 shares worth $4.44M. The position accounts for 0.72% of the portfolio, ranked #31.

VisionPoint Advisory Group first reported a position in REM in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.9M in Q4 2022. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • VisionPoint Advisory Group held 201,161 shares of iShares Mortgage Real Estate ETF worth $4.44M as of Q2 2026.
  • VisionPoint Advisory Group sold 7,632 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $169K.
  • iShares Mortgage Real Estate ETF made up 0.72% of VisionPoint Advisory Group's portfolio in Q2 2026, its #31 holding.
  • VisionPoint Advisory Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • VisionPoint Advisory Group's iShares Mortgage Real Estate ETF position peaked at $11.9M in Q4 2022.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.