Carson Wealth (CWM LLC)
IVT icon

Carson Wealth (CWM LLC)’s InvenTrust Properties IVT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$322K Buy
10,585
+3,586
+51% +$108K ﹤0.01% 2331
2025
Q4 		$197K Sell
6,999
-1,981
-22% -$55.8K ﹤0.01% 2584
2025
Q3 		$257K Buy
8,980
+348
+4% +$9.86K ﹤0.01% 2252
2025
Q2 		$237K Sell
8,632
-80
-0.9% -$2.22K ﹤0.01% 2026
2025
Q1 		$256K Sell
8,712
-402
-4% -$11.8K ﹤0.01% 1768
2024
Q4 		$275K Buy
9,114
+92
+1% +$2.77K ﹤0.01% 1647
2024
Q3 		$256K Buy
9,022
+766
+9% +$21.3K ﹤0.01% 1631
2024
Q2 		$204K Sell
8,256
-80
-1% -$1.98K ﹤0.01% 1578
2024
Q1 		$214K Sell
8,336
-3,671
-31% -$92.5K ﹤0.01% 1487
2023
Q4 		$304K Sell
12,007
-1,004
-8% -$25K ﹤0.01% 1242
2023
Q3 		$310K Sell
13,011
-1,165
-8% -$28K ﹤0.01% 1145
2023
Q2 		$328K Sell
14,176
-5,539
-28% -$125K ﹤0.01% 1078
2023
Q1 		$461K Buy
19,715
+1,802
+10% +$42.5K ﹤0.01% 914
2022
Q4 		$424K Sell
17,913
-1,672
-9% -$39.9K ﹤0.01% 865
2022
Q3 		$418K Buy
19,585
+2,987
+18% +$79.3K ﹤0.01% 805
2022
Q2 		$428K Buy
+16,598
New +$486K ﹤0.01% 781
2022
Q1 		– Sell
-19,370
Closed -$528K – 3683
2021
Q4 		$528K Buy
+19,370
New +$489K ﹤0.01% 711

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IVT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its InvenTrust Properties (IVT) stake by 51% in Q1 2026, buying an estimated $108K and bringing the position to 10,585 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Carson Wealth (CWM LLC) first reported a position in IVT in Q4 2021 and has held it in 17 quarters since. The position peaked at $528K in Q4 2021. 322 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,585 shares of InvenTrust Properties worth $322K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,586 InvenTrust Properties shares in Q1 2026, an estimated $108K.
  • InvenTrust Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2331 holding.
  • Carson Wealth (CWM LLC) first reported a position in InvenTrust Properties in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s InvenTrust Properties position peaked at $528K in Q4 2021.
  • 322 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.