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Wealthcare Advisory Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Wealthcare Advisory Partners’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 		$447K Sell
20,279
-34
-0.2% -$752 0.01% 741
2026
Q1 		$436K Hold
20,313
– – 0.01% 748
2025
Q4 		$451K Sell
20,313
-13,047
-39% -$290K 0.01% 722
2025
Q3 		$733K Sell
33,360
-398
-1% -$8.87K 0.02% 576
2025
Q2 		$722K Buy
33,758
+350
+1% +$7.35K 0.02% 551
2025
Q1 		$750K Sell
33,408
-282
-0.8% -$6.36K 0.02% 498
2024
Q4 		$719K Sell
33,690
-4,456
-12% -$101K 0.02% 490
2024
Q3 		$905K Sell
38,146
-339
-0.9% -$7.96K 0.03% 445
2024
Q2 		$853K Sell
38,485
-1,065
-3% -$23.8K 0.03% 428
2024
Q1 		$919K Buy
39,550
+5,094
+15% +$115K 0.03% 391
2023
Q4 		$813K Sell
34,456
-1,439
-4% -$31.8K 0.03% 368
2023
Q3 		$802K Buy
35,895
+225
+0.6% +$5.35K 0.04% 316
2023
Q2 		$842K Buy
35,670
+118
+0.3% +$2.58K 0.04% 323
2023
Q1 		$776K Buy
35,552
+1,933
+6% +$46.1K 0.03% 345
2022
Q4 		$763K Buy
33,619
+2,923
+10% +$68.1K 0.04% 323
2022
Q3 		$643K Buy
+30,696
New +$862K 0.04% 304
2021
Q2 		– Sell
-25
Closed -$1K – 1565
2021
Q1 		$1K Buy
+25
New +$837 ﹤0.01% 2006
2020
Q2 		– Sell
-257
Closed -$5K – 1117
2020
Q1 		$5K Hold
257
– – ﹤0.01% 1117
2019
Q4 		$11K Hold
257
– – ﹤0.01% 919
2019
Q3 		$11K Hold
257
– – ﹤0.01% 901
2019
Q2 		$11K Hold
257
– – ﹤0.01% 888
2019
Q1 		$11K Hold
257
– – ﹤0.01% 795
2018
Q4 		$10K Hold
257
– – ﹤0.01% 790
2018
Q3 		$11K Hold
257
– – ﹤0.01% 824
2018
Q2 		$11K Hold
257
– – ﹤0.01% 811
2018
Q1 		$11K Sell
257
-1,880
-88% -$80K ﹤0.01% 713
2017
Q4 		$97K Hold
2,137
– – 0.02% 259
2017
Q3 		$100K Buy
+2,137
New +$99.9K 0.03% 211

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

Wealthcare Advisory Partners's REM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Mortgage Real Estate ETF (REM) stake by 0.17% in Q2 2026, selling an estimated $752 and leaving 20,279 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #741.

Wealthcare Advisory Partners first reported a position in REM in Q3 2017 and has held it in 28 quarters since. The position peaked at $919K in Q1 2024. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Wealthcare Advisory Partners held 20,279 shares of iShares Mortgage Real Estate ETF worth $447K as of Q2 2026.
  • Wealthcare Advisory Partners sold 34 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $752.
  • iShares Mortgage Real Estate ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #741 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Mortgage Real Estate ETF in Q3 2017 and has held it in 28 quarters since.
  • Wealthcare Advisory Partners's iShares Mortgage Real Estate ETF position peaked at $919K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.