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Cassaday & Co Wealth Management’s InvenTrust Properties IVT Stock Holding History

Cassaday & Co 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 		$33.5K Hold
946
– – ﹤0.01% 693
2026
Q1 		$28.8K Buy
+946
New +$28.5K ﹤0.01% 724

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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

Cassaday & Co Wealth Management's IVT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its InvenTrust Properties (IVT) position steady in Q2 2026 at 946 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Cassaday & Co Wealth Management first reported a position in IVT in Q1 2026 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Cassaday & Co Wealth Management held 946 shares of InvenTrust Properties worth $33.5K as of Q2 2026.
  • Cassaday & Co Wealth Management left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #693 holding.
  • Cassaday & Co Wealth Management first reported a position in InvenTrust Properties in Q1 2026 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.