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Allworth Financial’s InvenTrust Properties IVT Stock Holding History

Allworth 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
Q2 		$332K Buy
9,368
+153
+2% +$5.03K ﹤0.01% 1206
2026
Q1 		$281K Buy
9,215
+943
+11% +$28.4K ﹤0.01% 1215
2025
Q4 		$233K Sell
8,272
-571
-6% -$16.1K ﹤0.01% 1270
2025
Q3 		$253K Sell
8,843
-140
-2% -$3.97K ﹤0.01% 1182
2025
Q2 		$246K Sell
8,983
-1,115
-11% -$31K ﹤0.01% 1096
2025
Q1 		$279K Buy
10,098
+1,106
+12% +$32.6K ﹤0.01% 850
2024
Q4 		$258K Buy
8,992
+383
+4% +$11.5K ﹤0.01% 867
2024
Q3 		$244K Sell
8,609
-2,582
-23% -$71.6K ﹤0.01% 759
2024
Q2 		$297K Buy
11,191
+3,056
+38% +$75.6K ﹤0.01% 699
2024
Q1 		$209K Buy
8,135
+32
+0.4% +$806 ﹤0.01% 770
2023
Q4 		$205K Buy
8,103
+604
+8% +$15.1K ﹤0.01% 723
2023
Q3 		$179K Buy
7,499
+657
+10% +$15.8K ﹤0.01% 714
2023
Q2 		$158K Sell
6,842
-31
-0.5% -$699 ﹤0.01% 754
2023
Q1 		$161K Buy
6,873
+456
+7% +$10.8K ﹤0.01% 699
2022
Q4 		$152K Buy
6,417
+31
+0.5% +$740 ﹤0.01% 696
2022
Q3 		$136K Sell
6,386
-1,083
-14% -$28.8K ﹤0.01% 685
2022
Q2 		$193K Sell
7,469
-866
-10% -$25.3K ﹤0.01% 561
2022
Q1 		$257K Sell
8,335
-1,073
-11% -$29.2K ﹤0.01% 511
2021
Q4 		$256K Buy
+9,408
New +$237K ﹤0.01% 481

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 $3.38T AUM 44.17% 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

Allworth Financial's IVT Position: Q2 2026 in Review

Allworth Financial increased its InvenTrust Properties (IVT) stake by 1.7% in Q2 2026, buying an estimated $5.03K and bringing the position to 9,368 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Allworth Financial first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Allworth Financial held 9,368 shares of InvenTrust Properties worth $332K as of Q2 2026.
  • Allworth Financial bought 153 InvenTrust Properties shares in Q2 2026, an estimated $5.03K.
  • InvenTrust Properties made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1206 holding.
  • Allworth Financial first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.