Bernard Wealth Management’s InvenTrust Properties IVT Stock Holding History

Bernard Wealth Management’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	$38.1K	Buy	1,075 +8	+0.7%	+$263	0.01%	152
2026 Q1	$32.5K	Buy	1,067 +9	+0.9%	+$271	0.01%	154
2025 Q4	$29.8K	Sell	1,058 -189	-15%	-$5.32K	0.01%	158
2025 Q3	$35.7K	Sell	1,247 -239	-16%	-$6.77K	0.01%	142
2025 Q2	$40.7K	Buy	1,486 +13	+0.9%	+$361	0.02%	135
2025 Q1	$43.3K	Sell	1,473 -989	-40%	-$29.1K	0.02%	132
2024 Q4	$74.2K	Buy	+2,462	New	+$74.1K	0.03%	102

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

Bernard Wealth Management's IVT Position: Q2 2026 in Review

Bernard Wealth Management increased its InvenTrust Properties (IVT) stake by 0.75% in Q2 2026, buying an estimated $263 and bringing the position to 1,075 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #152.

Bernard Wealth Management first reported a position in IVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $74.2K in Q4 2024. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Bernard Wealth Management held 1,075 shares of InvenTrust Properties worth $38.1K as of Q2 2026.
Bernard Wealth Management bought 8 InvenTrust Properties shares in Q2 2026, an estimated $263.
InvenTrust Properties made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #152 holding.
Bernard Wealth Management first reported a position in InvenTrust Properties in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's InvenTrust Properties position peaked at $74.2K in Q4 2024.
342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.