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
2026 Q2	$218K	Buy	+6,161	New	+$202K	﹤0.01%	1580
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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Arkadios Wealth Advisors's IVT Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in InvenTrust Properties (IVT) in Q2 2026: 6,161 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1580 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in IVT as recently as Q1 2025.

Arkadios Wealth Advisors first reported a position in IVT in Q4 2021 and has held it in 11 quarters since. The position peaked at $298K in Q1 2022. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Arkadios Wealth Advisors held 6,161 shares of InvenTrust Properties worth $218K as of Q2 2026.
InvenTrust Properties was a new Arkadios Wealth Advisors position in Q2 2026.
InvenTrust Properties made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1580 holding.
Arkadios Wealth Advisors first reported a position in InvenTrust Properties in Q4 2021 and has held it in 11 quarters since.
Arkadios Wealth Advisors's InvenTrust Properties position peaked at $298K in Q1 2022.
342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.