Apollon Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.5M | Buy |
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|
2025
Q2 | $28.9M | Sell |
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|
2025
Q1 | $33.3M | Buy |
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|
2024
Q4 | $6.96M | Buy |
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|
2024
Q3 | $925K | Sell |
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|
2024
Q2 | $816K | Sell |
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|
2024
Q1 | $858K | Sell |
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|
2023
Q4 | $887K | Sell |
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|
2023
Q3 | $793K | Sell |
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|
2023
Q2 | $917K | Buy |
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|
2023
Q1 | $884K | Sell |
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|
2022
Q4 | $938K | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $1.87M | Sell |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $1.65M | Sell |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $1.34M | Sell |
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|
2020
Q1 | $1.21M | Buy |
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