Advisornet Financial’s InvenTrust Properties IVT Stock Holding History

Advisornet Financial’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
2026 Q1	–	Sell	-31	Closed	-$875	–	2309
2025 Q4	$875	Hold	31	–	–	﹤0.01%	2014
2025 Q3	$887	Buy	+31	New	+$878	﹤0.01%	1986
2025 Q2	–	Sell	-50	Closed	-$1.47K	–	2317
2025 Q1	$1.47K	Buy	+50	New	+$1.47K	﹤0.01%	1835
2023 Q4	–	Sell	-157	Closed	-$3.74K	–	2461
2023 Q3	$3.74K	Sell	157 -499	-76%	-$12K	﹤0.01%	1486
2023 Q2	$15.2K	Buy	656 +499	+318%	+$11.3K	﹤0.01%	1200
2023 Q1	$3.67K	Hold	157	–	–	﹤0.01%	1564
2022 Q4	$3.72K	Sell	157 -337	-68%	-$8.04K	﹤0.01%	1533
2022 Q3	$11K	Sell	494 -57	-10%	-$1.51K	﹤0.01%	1309
2022 Q2	$14K	Sell	551 -35,703	-98%	-$1.04M	﹤0.01%	1255
2022 Q1	$1.12M	Sell	36,254 -1,178	-3%	-$32K	0.07%	230
2021 Q4	$1.02M	Buy	+37,432	New	+$945K	0.06%	257

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisornet Financial's IVT Position: Q1 2026 in Review

Advisornet Financial sold out of InvenTrust Properties (IVT) in Q1 2026, closing a stake of 31 shares — an estimated $875 sold.

Advisornet Financial first reported a position in IVT in Q4 2021 and held it in 11 quarters. The position peaked at $1.12M in Q1 2022. 322 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

Advisornet Financial reported no remaining InvenTrust Properties position as of Q1 2026 after selling out during the quarter.
Advisornet Financial sold 31 InvenTrust Properties shares in Q1 2026, an estimated $875.
Advisornet Financial first reported a position in InvenTrust Properties in Q4 2021 and held it in 11 quarters.
Advisornet Financial's InvenTrust Properties position peaked at $1.12M in Q1 2022.
322 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.