Institute for Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Institute for Wealth Management’s Portfolio ARI Stock Details ARI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$120K	Buy
2025 Q1	–	Sell
2024 Q4	$238K	Buy
2024 Q3	$220K	Buy
2024 Q2	$217K	Sell
2024 Q1	$262K	Sell
2023 Q4	$293K	Hold
2023 Q3	$253K	Buy