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 Q3	$8.83K	Hold	293	–	–	﹤0.01%	723
2026 Q2	$10.4K	Hold	293	–	–	﹤0.01%	707
2026 Q1	$8.92K	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	$7.26K	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

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Armstrong Advisory Group's IVT Position: Q3 2026 in Review

Armstrong Advisory Group held its InvenTrust Properties (IVT) position steady in Q3 2026 at 293 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Armstrong Advisory Group first reported a position in IVT in Q4 2022 and has held it in 16 quarters since. The position peaked at $40.4K in Q4 2022. 58 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

Armstrong Advisory Group held 293 shares of InvenTrust Properties worth $8.83K as of Q3 2026.
Armstrong Advisory Group left its InvenTrust Properties share count unchanged in Q3 2026.
InvenTrust Properties made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #723 holding.
Armstrong Advisory Group first reported a position in InvenTrust Properties in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's InvenTrust Properties position peaked at $40.4K in Q4 2022.
58 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.