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 Q3	$4.19M	Buy	68,059 +14,594	+27%	+$967K	0.47%	57
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

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apollon Financial's USRT Position: Q3 2026 in Review

Apollon Financial increased its iShares Core US REIT ETF (USRT) stake by 27% in Q3 2026, buying an estimated $967K and bringing the position to 68,059 shares worth $4.19M. The position accounts for 0.47% of the portfolio, ranked #57.

Apollon Financial first reported a position in USRT in Q1 2025 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Apollon Financial held 68,059 shares of iShares Core US REIT ETF worth $4.19M as of Q3 2026.
Apollon Financial bought 14,594 iShares Core US REIT ETF shares in Q3 2026, an estimated $967K.
iShares Core US REIT ETF made up 0.47% of Apollon Financial's portfolio in Q3 2026, its #57 holding.
Apollon Financial first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 7 quarters since.
155 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Apollon Financial's 13F filing for Q3 2026, filed 23 Oct 2026.