Creative Planning’s InvenTrust Properties IVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36M	Buy	44,732 +7,504	+20%	+$226K	﹤0.01%	2212
2025 Q4	$1.05M	Buy	37,228 +65	+0.2%	+$1.83K	﹤0.01%	2240
2025 Q3	$1.06M	Buy	37,163 +1,968	+6%	+$55.8K	﹤0.01%	2054
2025 Q2	$964K	Sell	35,195 -1,221	-3%	-$33.9K	﹤0.01%	1879
2025 Q1	$1.07M	Buy	36,416 +26	+0.1%	+$766	﹤0.01%	1666
2024 Q4	$1.1M	Sell	36,390 -1,785	-5%	-$53.7K	﹤0.01%	1584
2024 Q3	$1.08M	Sell	38,175 -2,687	-7%	-$74.5K	﹤0.01%	1457
2024 Q2	$1.01M	Buy	40,862 +2,360	+6%	+$58.4K	﹤0.01%	1389
2024 Q1	$990K	Sell	38,502 -2,676	-6%	-$67.4K	﹤0.01%	1348
2023 Q4	$1.04M	Buy	41,178 +268	+0.7%	+$6.68K	﹤0.01%	1205
2023 Q3	$974K	Buy	40,910 +3,086	+8%	+$74.2K	﹤0.01%	1173
2023 Q2	$875K	Buy	37,824 +2,245	+6%	+$50.6K	﹤0.01%	1205
2023 Q1	$833K	Sell	35,579 -2,027	-5%	-$47.8K	﹤0.01%	1166
2022 Q4	$890K	Buy	37,606 +4,254	+13%	+$102K	﹤0.01%	1093
2022 Q3	$711K	Sell	33,352 -37	-0.1%	-$983	﹤0.01%	1127
2022 Q2	$861K	Buy	33,389 +1,190	+4%	+$34.8K	﹤0.01%	1033
2022 Q1	$991K	Buy	32,199 +5,869	+22%	+$160K	﹤0.01%	986
2021 Q4	$718K	Buy	+26,330	New	+$665K	﹤0.01%	1112