Westside Investment Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Westside Investment Management’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
2022 Q2	–	Sell	-75	Closed	-$2	–	832
2022 Q1	$2	Hold	75	–	–	﹤0.01%	747
2021 Q4	$2	Hold	75	–	–	﹤0.01%	741
2021 Q3	$2	Hold	75	–	–	﹤0.01%	725
2021 Q2	$2	Hold	75	–	–	﹤0.01%	710
2021 Q1	$2	Buy	+75	New	+$2.51K	﹤0.01%	689
2018 Q4	$49.9K	Hold	1,250	–	–	0.02%	290
2018 Q3	$54.3K	Hold	1,250	–	–	0.02%	255
2018 Q2	$54.6K	Hold	1,250	–	–	0.02%	287
2018 Q1	$52.6K	Hold	1,250	–	–	0.03%	278
2017 Q4	$55.7K	Hold	1,250	–	–	0.03%	269
2017 Q3	$58.7K	Hold	1,250	–	–	0.04%	256
2017 Q2	$57.8K	Buy	+1,250	New	+$58.1K	0.04%	249

Other funds holding REM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Westside Investment Management's REM Position: Q2 2022 in Review

Westside Investment Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2022, closing a stake of 75 shares — an estimated $2 sold.

Westside Investment Management first reported a position in REM in Q2 2017 and held it in 12 quarters. The position peaked at $58.7K in Q3 2017. 128 funds tracked by Wall St. Rank hold REM as of Q2 2022.

Westside Investment Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Westside Investment Management sold 75 iShares Mortgage Real Estate ETF shares in Q2 2022, an estimated $2.
Westside Investment Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2017 and held it in 12 quarters.
Westside Investment Management's iShares Mortgage Real Estate ETF position peaked at $58.7K in Q3 2017.
128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2022.

Based on Westside Investment Management's 13F filing for Q2 2022, filed 15 Jul 2022.