Investors Research Corp REM ISHARES TR

Ownership history in Investors Research Corp  ·  19 quarters on record

AI Ownership Summary

Investors Research Corp reported ISHARES TR (REM) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows REM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this REM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investors Research Corp's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

REM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Investors Research Corp held REM — position size vs. price
% of Fund (quarterly)    REM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 178 0% 0.00% $4K 2026-07-10 $22.16
2026 Q1 UNCHANGED 178 0% 0.00% $4K 2026-04-03 $21.12
2025 Q4 UNCHANGED 178 0% 0.00% $4K 2026-01-06 $22.00
2025 Q3 ADDED 178 +1 +0.6% 0.00% $4K 2025-10-02 $20.84
2025 Q2 UNCHANGED 177 0% 0.00% $4K 2025-07-07 $19.93
2025 Q1 UNCHANGED 177 0% 0.00% $4K 2025-04-08 $17.34
2024 Q4 ADDED 177 +13 +7.9% 0.00% $4K 2025-02-07 $20.23
2024 Q3 ADDED 164 +6 +3.8% 0.00% $4K 2024-11-12 $19.41
2024 Q2 ADDED 158 +1 +0.6% 0.00% $4K 2024-07-31 $19.73
2024 Q1 UNCHANGED 157 0% 0.00% $4K 2024-05-06 $18.58
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Investors Research Corp and REM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Investors Research Corp reported owning REM?

Investors Research Corp reported REM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported REM position in Investors Research Corp's portfolio?

The largest reported portfolio weight for REM was 0.00% in 2025 Q1.

What is the latest reported REM position on this page?

The most recent filing on this page is 2026 Q2, when Investors Research Corp reported 178 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this REM ownership page compare?

The chart compares Investors Research Corp's quarterly REM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Investors Research Corp time their REM position?

Based on 13F filing dates vs. subsequent REM price moves, Investors Research Corp correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on REM relative to SPY over the holding period was -12.9%.

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