Certified Advisory Corp
IVT icon

Certified Advisory Corp’s InvenTrust Properties IVT Stock Holding History

Certified Advisory Corp’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
Q3 		$271K Buy
9,004
+7
+0.1% +$234 0.02% 282
2026
Q2 		$319K Buy
8,997
+257
+3% +$8.44K 0.03% 266
2026
Q1 		$266K Sell
8,740
-155
-2% -$4.67K 0.02% 277
2025
Q4 		$251K Buy
8,895
+7
+0.1% +$197 0.02% 289
2025
Q3 		$254K Sell
8,888
-213
-2% -$6.04K 0.02% 280
2025
Q2 		$249K Sell
9,101
-6,246
-41% -$174K 0.03% 279
2025
Q1 		$451K Sell
15,347
-347
-2% -$10.2K 0.05% 199
2024
Q4 		$473K Sell
15,694
-1,264
-7% -$38K 0.05% 196
2024
Q3 		$481K Sell
16,958
-2,860
-14% -$79.3K 0.05% 195
2024
Q2 		$491K Sell
19,818
-2,957
-13% -$73.1K 0.06% 183
2024
Q1 		$586K Sell
22,775
-6,271
-22% -$158K 0.08% 166
2023
Q4 		$736K Sell
29,046
-3,252
-10% -$81.1K 0.11% 145
2023
Q3 		$769K Sell
32,298
-571
-2% -$13.7K 0.14% 128
2023
Q2 		$761K Sell
32,869
-1,808
-5% -$40.8K 0.14% 129
2023
Q1 		$811K Sell
34,677
-2,490
-7% -$58.8K 0.14% 136
2022
Q4 		$880K Sell
37,167
-13,524
-27% -$323K 0.17% 128
2022
Q3 		$1.08M Sell
50,691
-5,140
-9% -$136K 0.25% 100
2022
Q2 		$1.44M Sell
55,831
-4,684
-8% -$137K 0.32% 81
2022
Q1 		$1.86M Buy
+60,515
New +$1.65M 0.4% 71

Other funds holding IVT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Certified Advisory Corp's IVT Position: Q3 2026 in Review

Certified Advisory Corp increased its InvenTrust Properties (IVT) stake by 0.08% in Q3 2026, buying an estimated $234 and bringing the position to 9,004 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #282.

Certified Advisory Corp first reported a position in IVT in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.86M in Q1 2022. 134 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • Certified Advisory Corp held 9,004 shares of InvenTrust Properties worth $271K as of Q3 2026.
  • Certified Advisory Corp bought 7 InvenTrust Properties shares in Q3 2026, an estimated $234.
  • InvenTrust Properties made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #282 holding.
  • Certified Advisory Corp first reported a position in InvenTrust Properties in Q1 2022 and has held it in 19 quarters since.
  • Certified Advisory Corp's InvenTrust Properties position peaked at $1.86M in Q1 2022.
  • 134 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.