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Apollon Financial’s iShares Core US REIT ETF USRT Stock Holding History

Apollon Financial’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.55M Buy
53,465
+4,679
+10% +$301K 0.42% 64
2026
Q1 		$2.89M Buy
48,786
+10,751
+28% +$646K 0.4% 67
2025
Q4 		$2.17M Buy
38,035
+6,279
+20% +$364K 0.31% 74
2025
Q3 		$1.86M Buy
31,756
+7,834
+33% +$450K 0.31% 72
2025
Q2 		$1.35M Buy
23,922
+2,806
+13% +$157K 0.28% 81
2025
Q1 		$1.22M Buy
+21,116
New +$1.22M 0.29% 81

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Apollon Financial's USRT Position: Q2 2026 in Review

Apollon Financial increased its iShares Core US REIT ETF (USRT) stake by 9.6% in Q2 2026, buying an estimated $301K and bringing the position to 53,465 shares worth $3.55M. The position accounts for 0.42% of the portfolio, ranked #64.

Apollon Financial first reported a position in USRT in Q1 2025 and has held it in 6 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Apollon Financial held 53,465 shares of iShares Core US REIT ETF worth $3.55M as of Q2 2026.
  • Apollon Financial bought 4,679 iShares Core US REIT ETF shares in Q2 2026, an estimated $301K.
  • iShares Core US REIT ETF made up 0.42% of Apollon Financial's portfolio in Q2 2026, its #64 holding.
  • Apollon Financial first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.