Creative Financial Designs’s InvenTrust Properties IVT Stock Holding History

Creative Financial Designs’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	$17.4K	Buy	491 +1	+0.2%	+$33	﹤0.01%	1354
2026 Q1	$14.9K	Buy	490 +2	+0.4%	+$60	﹤0.01%	1282
2025 Q4	$13.8K	Buy	488 +2	+0.4%	+$56	﹤0.01%	1273
2025 Q3	$13.9K	Buy	486 +2	+0.4%	+$57	﹤0.01%	1269
2025 Q2	$13.3K	Buy	484 +2	+0.4%	+$56	﹤0.01%	1263
2025 Q1	$14.2K	Buy	482 +1	+0.2%	+$29	﹤0.01%	1190
2024 Q4	$14.5K	Buy	481 +2	+0.4%	+$60	﹤0.01%	1129
2024 Q3	$13.6K	Buy	479 +2	+0.4%	+$55	﹤0.01%	1117
2024 Q2	$11.8K	Sell	477 -376	-44%	-$9.3K	﹤0.01%	1107
2024 Q1	$21.9K	Buy	853 +2	+0.2%	+$50	﹤0.01%	940
2023 Q4	$21.6K	Buy	851 +2	+0.2%	+$50	﹤0.01%	900
2023 Q3	$20.2K	Buy	849 +2	+0.2%	+$48	﹤0.01%	849
2023 Q2	$19.6K	Sell	847 -745	-47%	-$16.8K	﹤0.01%	852
2023 Q1	$37.3K	Buy	1,592 +6	+0.4%	+$142	﹤0.01%	658
2022 Q4	$37.5K	Buy	1,586 +6	+0.4%	+$143	0.01%	623
2022 Q3	$34K	Buy	1,580 +6	+0.4%	+$159	0.01%	621
2022 Q2	$41K	Buy	1,574 +5	+0.3%	+$146	0.01%	585
2022 Q1	$48K	Buy	+1,569	New	+$42.7K	0.01%	571

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

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

Creative Financial Designs's IVT Position: Q2 2026 in Review

Creative Financial Designs increased its InvenTrust Properties (IVT) stake by 0.2% in Q2 2026, buying an estimated $33 and bringing the position to 491 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Creative Financial Designs first reported a position in IVT in Q1 2022 and has held it in 18 quarters since. The position peaked at $48K in Q1 2022. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Creative Financial Designs held 491 shares of InvenTrust Properties worth $17.4K as of Q2 2026.
Creative Financial Designs bought 1 InvenTrust Properties share in Q2 2026, an estimated $33.
InvenTrust Properties made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1354 holding.
Creative Financial Designs first reported a position in InvenTrust Properties in Q1 2022 and has held it in 18 quarters since.
Creative Financial Designs's InvenTrust Properties position peaked at $48K in Q1 2022.
342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.