Compass Financial Management’s InvenTrust Properties IVT Stock Holding History

Compass Financial 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	$496	Buy	+14	New	+$460	﹤0.01%	1413

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 $3.37T AUM 44.26% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Compass Financial Management's IVT Position: Q2 2026 in Review

Compass Financial Management opened a new position in InvenTrust Properties (IVT) in Q2 2026: 14 shares worth $496. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings.

317 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Compass Financial Management held 14 shares of InvenTrust Properties worth $496 as of Q2 2026.
InvenTrust Properties was a new Compass Financial Management position in Q2 2026.
InvenTrust Properties made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1413 holding.
317 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.