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Bare Financial Services’s InvenTrust Properties IVT Stock Holding History

Bare Financial 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
2026
Q2 		$6.16K Buy
174
+15
+9% +$493 ﹤0.01% 775
2026
Q1 		$4.84K Hold
159
– – ﹤0.01% 662
2025
Q4 		$4.49K Buy
159
+43
+37% +$1.21K ﹤0.01% 574
2025
Q3 		$3.32K Sell
116
-384
-77% -$10.9K ﹤0.01% 675
2025
Q2 		$13.7K Hold
500
– – ﹤0.01% 136
2025
Q1 		$14.7K Sell
500
-304
-38% -$8.96K 0.01% 102
2024
Q4 		$24.2K Hold
804
– – 0.01% 79
2024
Q3 		$22.8K Hold
804
– – 0.01% 81
2024
Q2 		$22.6K Hold
804
– – 0.01% 81
2024
Q1 		$20.4K Buy
804
+500
+164% +$12.6K 0.02% 73
2023
Q4 		$7.7K Buy
+304
New +$7.58K 0.02% 80

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bare Financial Services's IVT Position: Q2 2026 in Review

Bare Financial Services increased its InvenTrust Properties (IVT) stake by 9.4% in Q2 2026, buying an estimated $493 and bringing the position to 174 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Bare Financial Services first reported a position in IVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.2K in Q4 2024. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Bare Financial Services held 174 shares of InvenTrust Properties worth $6.16K as of Q2 2026.
  • Bare Financial Services bought 15 InvenTrust Properties shares in Q2 2026, an estimated $493.
  • InvenTrust Properties made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #775 holding.
  • Bare Financial Services first reported a position in InvenTrust Properties in Q4 2023 and has held it in 11 quarters since.
  • Bare Financial Services's InvenTrust Properties position peaked at $24.2K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.