Avantax Advisory Services’s InvenTrust Properties IVT Stock Holding History

Avantax Advisory Services’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	$387K	Sell	14,139 -629	-4%	-$17.5K	﹤0.01%	1739
2025 Q1	$434K	Buy	14,768 +5,255	+55%	+$155K	﹤0.01%	1597
2024 Q4	$287K	Buy	9,513 +130	+1%	+$3.91K	﹤0.01%	1810
2024 Q3	$266K	Sell	9,383 -639	-6%	-$17.7K	﹤0.01%	1841
2024 Q2	$248K	Buy	+10,022	New	+$248K	﹤0.01%	1819
2022 Q2	–	Sell	-7,169	Closed	-$222K	–	1346
2022 Q1	$222K	Buy	+7,169	New	+$195K	﹤0.01%	1146

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's IVT Position: Q2 2025 in Review

Avantax Advisory Services reduced its InvenTrust Properties (IVT) stake by 4.3% in Q2 2025, selling an estimated $17.5K and leaving 14,139 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Avantax Advisory Services first reported a position in IVT in Q1 2022 and has held it in 6 quarters since. The position peaked at $434K in Q1 2025. 304 funds tracked by Wall St. Rank hold IVT as of Q2 2025.

Avantax Advisory Services held 14,139 shares of InvenTrust Properties worth $387K as of Q2 2025.
Avantax Advisory Services sold 629 InvenTrust Properties shares in Q2 2025, an estimated $17.5K.
InvenTrust Properties made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1739 holding.
Avantax Advisory Services first reported a position in InvenTrust Properties in Q1 2022 and has held it in 6 quarters since.
Avantax Advisory Services's InvenTrust Properties position peaked at $434K in Q1 2025.
304 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.