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Continuum Advisory’s InvenTrust Properties IVT Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-145
Closed -$4.26K – 1003
2025
Q1 		$4.26K Hold
145
– – ﹤0.01% 1149
2024
Q4 		$4.37K Hold
145
– – ﹤0.01% 1167
2024
Q3 		$4.37K Hold
145
– – ﹤0.01% 1191
2024
Q2 		$3.59K Hold
145
– – ﹤0.01% 1158
2024
Q1 		$3.65K Buy
+145
New +$3.65K ﹤0.01% 1139

Other funds holding IVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Continuum Advisory's IVT Position: Q2 2025 in Review

Continuum Advisory sold out of InvenTrust Properties (IVT) in Q2 2025, closing a stake of 145 shares — an estimated $4.26K sold.

Continuum Advisory first reported a position in IVT in Q1 2024 and held it in 5 quarters. The position peaked at $4.37K in Q3 2024. 304 funds tracked by Wall St. Rank hold IVT as of Q2 2025.

  • Continuum Advisory reported no remaining InvenTrust Properties position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 145 InvenTrust Properties shares in Q2 2025, an estimated $4.26K.
  • Continuum Advisory first reported a position in InvenTrust Properties in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's InvenTrust Properties position peaked at $4.37K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.