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Arkadios Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

Arkadios Wealth Advisors’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
2025
Q2 		– Sell
-7,338
Closed -$216K – 1341
2025
Q1 		$216K Buy
+7,338
New +$216K 0.01% 1019
2024
Q1 		– Sell
-9,959
Closed -$252K – 761
2023
Q4 		$252K Buy
9,959
+100
+1% +$2.49K 0.02% 582
2023
Q3 		$235K Buy
9,859
+331
+3% +$7.96K 0.02% 572
2023
Q2 		$220K Sell
9,528
-633
-6% -$14.3K 0.03% 540
2023
Q1 		$238K Sell
10,161
-979
-9% -$23.1K 0.03% 508
2022
Q4 		$264K Buy
11,140
+1,122
+11% +$26.8K 0.04% 442
2022
Q3 		$214K Buy
10,018
+741
+8% +$19.7K 0.03% 468
2022
Q2 		$239K Sell
9,277
-418
-4% -$12.2K 0.04% 465
2022
Q1 		$298K Buy
9,695
+558
+6% +$15.2K 0.04% 430
2021
Q4 		$249K Buy
+9,137
New +$231K 0.03% 489

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's IVT Position: Q2 2025 in Review

Arkadios Wealth Advisors sold out of InvenTrust Properties (IVT) in Q2 2025, closing a stake of 7,338 shares — an estimated $216K sold.

Arkadios Wealth Advisors first reported a position in IVT in Q4 2021 and held it in 10 quarters. The position peaked at $298K in Q1 2022. 304 funds tracked by Wall St. Rank hold IVT as of Q2 2025.

  • Arkadios Wealth Advisors reported no remaining InvenTrust Properties position as of Q2 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 7,338 InvenTrust Properties shares in Q2 2025, an estimated $216K.
  • Arkadios Wealth Advisors first reported a position in InvenTrust Properties in Q4 2021 and held it in 10 quarters.
  • Arkadios Wealth Advisors's InvenTrust Properties position peaked at $298K in Q1 2022.
  • 304 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.