CBIZ Investment Advisory Services’s InvenTrust Properties IVT Stock Holding History

CBIZ Investment Advisory 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	$9K	Hold	293	–	–	﹤0.01%	167
2026 Q1	$9K	Hold	293	–	–	﹤0.01%	167
2025 Q4	$8.34K	Hold	293	–	–	﹤0.01%	414
2025 Q3	$8.46K	Hold	293	–	–	﹤0.01%	373
2025 Q2	$8.1K	Hold	293	–	–	﹤0.01%	381
2025 Q1	$8.68K	Hold	293	–	–	﹤0.01%	330
2024 Q4	$8.89K	Sell	293 -517	-64%	-$15.6K	﹤0.01%	287
2024 Q3	$23.2K	Buy	810 +4	+0.5%	+$111	﹤0.01%	166
2024 Q2	$20.1K	Sell	806 -290	-26%	-$7.17K	﹤0.01%	166
2024 Q1	$28.4K	Buy	+1,096	New	+$27.6K	﹤0.01%	129

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's IVT Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its InvenTrust Properties (IVT) position steady in Q2 2026 at 293 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

CBIZ Investment Advisory Services first reported a position in IVT in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.4K in Q1 2024. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

CBIZ Investment Advisory Services held 293 shares of InvenTrust Properties worth $9K as of Q2 2026.
CBIZ Investment Advisory Services left its InvenTrust Properties share count unchanged in Q2 2026.
InvenTrust Properties made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #167 holding.
CBIZ Investment Advisory Services first reported a position in InvenTrust Properties in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's InvenTrust Properties position peaked at $28.4K in Q1 2024.
344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.