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Affinity Wealth Management’s InvenTrust Properties IVT Stock Holding History

Affinity 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
2026
Q2 		– Sell
-6,658
Closed -$203K – 116
2026
Q1 		$203K Buy
+6,658
New +$201K 0.03% 101
2025
Q4 		– Sell
-6,991
Closed -$200K – 110
2025
Q3 		$200K Buy
+6,991
New +$198K 0.03% 108
2025
Q2 		– Sell
-7,353
Closed -$216K – 103
2025
Q1 		$216K Buy
+7,353
New +$217K 0.04% 93

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Affinity Wealth Management's IVT Position: Q2 2026 in Review

Affinity Wealth Management sold out of InvenTrust Properties (IVT) in Q2 2026, closing a stake of 6,658 shares — an estimated $203K sold.

Affinity Wealth Management first reported a position in IVT in Q1 2025 and held it in 3 quarters. The position peaked at $216K in Q1 2025. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Affinity Wealth Management reported no remaining InvenTrust Properties position as of Q2 2026 after selling out during the quarter.
  • Affinity Wealth Management sold 6,658 InvenTrust Properties shares in Q2 2026, an estimated $203K.
  • Affinity Wealth Management first reported a position in InvenTrust Properties in Q1 2025 and held it in 3 quarters.
  • Affinity Wealth Management's InvenTrust Properties position peaked at $216K in Q1 2025.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.