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Buck Wealth Strategies’s InvenTrust Properties IVT Stock Holding History

Buck Wealth Strategies’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 		$37.2K Buy
+1,051
New +$34.5K ﹤0.01% 387
2023
Q4 		– Sell
-2,135
Closed -$50.8K – 207
2023
Q3 		$50.8K Hold
2,135
– – 0.02% 110
2023
Q2 		$49.4K Hold
2,135
– – 0.02% 82
2023
Q1 		$50K Buy
+2,135
New +$50.4K 0.02% 60

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's IVT Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in InvenTrust Properties (IVT) in Q2 2026: 1,051 shares worth $37.2K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in IVT as recently as Q3 2023.

Buck Wealth Strategies first reported a position in IVT in Q1 2023 and has held it in 4 quarters since. The position peaked at $50.8K in Q3 2023. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Buck Wealth Strategies held 1,051 shares of InvenTrust Properties worth $37.2K as of Q2 2026.
  • InvenTrust Properties was a new Buck Wealth Strategies position in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #387 holding.
  • Buck Wealth Strategies first reported a position in InvenTrust Properties in Q1 2023 and has held it in 4 quarters since.
  • Buck Wealth Strategies's InvenTrust Properties position peaked at $50.8K in Q3 2023.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.