Apollon Wealth Management’s InvenTrust Properties IVT Stock Holding History

Apollon Wealth Management’s Portfolio IVT Stock Details IVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,554	Closed	-$427K	–	1300
2025 Q1	$427K	Sell	14,554 -215	-1%	-$6.34K	0.01%	812
2024 Q4	$445K	Buy	14,769 +1,654	+13%	+$49.8K	0.01%	799
2024 Q3	$372K	Buy	13,115 +29	+0.2%	+$805	0.01%	831
2024 Q2	$324K	Buy	13,086 +81	+0.6%	+$2K	0.01%	827
2024 Q1	$334K	Buy	13,005 +22	+0.2%	+$554	0.01%	831
2023 Q4	$329K	Buy	12,983 +260	+2%	+$6.48K	0.01%	803
2023 Q3	$303K	Sell	12,723 -1,561	-11%	-$37.5K	0.02%	697
2023 Q2	$331K	Buy	+14,284	New	+$322K	0.02%	722

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apollon Wealth Management's IVT Position: Q2 2025 in Review

Apollon Wealth Management sold out of InvenTrust Properties (IVT) in Q2 2025, closing a stake of 14,554 shares — an estimated $427K sold.

Apollon Wealth Management first reported a position in IVT in Q2 2023 and held it in 8 quarters. The position peaked at $445K in Q4 2024. 304 funds tracked by Wall St. Rank hold IVT as of Q2 2025.

Apollon Wealth Management reported no remaining InvenTrust Properties position as of Q2 2025 after selling out during the quarter.
Apollon Wealth Management sold 14,554 InvenTrust Properties shares in Q2 2025, an estimated $427K.
Apollon Wealth Management first reported a position in InvenTrust Properties in Q2 2023 and held it in 8 quarters.
Apollon Wealth Management's InvenTrust Properties position peaked at $445K in Q4 2024.
304 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.