Advisor OS’s InvenTrust Properties IVT Stock Holding History

Advisor OS’s Portfolio IVT Stock Details IVT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$799K	Buy
2024 Q1	–	Sell
2023 Q4	$218K	Sell
2023 Q3	$212K	Hold
2023 Q2	$206K	Hold
2023 Q1	$208K	Hold
2022 Q4	$211K	Buy
2022 Q3	–	Sell
2022 Q2	$229K	Hold
2022 Q1	$274K	Sell
2021 Q4	$297K	Buy