Armstrong Advisory Group’s InvenTrust Properties IVT Stock Holding History

Armstrong Advisory Group’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	$10.4K	Hold	293	–	–	﹤0.01%	707
2026 Q1	$8.93K	Hold	293	–	–	﹤0.01%	707
2025 Q4	$8.27K	Hold	293	–	–	﹤0.01%	705
2025 Q3	$8.39K	Hold	293	–	–	﹤0.01%	713
2025 Q2	$8.03K	Hold	293	–	–	﹤0.01%	704
2025 Q1	$8.83K	Hold	293	–	–	﹤0.01%	645
2024 Q4	$8.83K	Hold	293	–	–	﹤0.01%	645
2024 Q3	$8.31K	Hold	293	–	–	﹤0.01%	614
2024 Q2	$7.25K	Hold	293	–	–	﹤0.01%	623
2024 Q1	$7.42K	Hold	293	–	–	﹤0.01%	607
2023 Q4	$7.42K	Hold	293	–	–	﹤0.01%	607
2023 Q3	$6.98K	Sell	293 -1,414	-83%	-$34K	﹤0.01%	656
2023 Q2	$39.5K	Hold	1,707	–	–	﹤0.01%	375
2023 Q1	$39.9K	Hold	1,707	–	–	﹤0.01%	356
2022 Q4	$40.4K	Buy	+1,707	New	+$40.7K	0.01%	359

Other funds holding IVT

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Armstrong Advisory Group's IVT Position: Q2 2026 in Review

Armstrong Advisory Group held its InvenTrust Properties (IVT) position steady in Q2 2026 at 293 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Armstrong Advisory Group first reported a position in IVT in Q4 2022 and has held it in 15 quarters since. The position peaked at $40.4K in Q4 2022. 32 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Armstrong Advisory Group held 293 shares of InvenTrust Properties worth $10.4K as of Q2 2026.
Armstrong Advisory Group left its InvenTrust Properties share count unchanged in Q2 2026.
InvenTrust Properties made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #707 holding.
Armstrong Advisory Group first reported a position in InvenTrust Properties in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's InvenTrust Properties position peaked at $40.4K in Q4 2022.
32 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.