EWA
IVT icon

EverSource Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

EverSource Wealth Advisors’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 		$91.6K Buy
2,587
+1,428
+123% +$46.9K ﹤0.01% 1433
2026
Q1 		$35.3K Buy
1,159
+168
+17% +$5.06K ﹤0.01% 2142
2025
Q4 		$28K Sell
991
-373
-27% -$10.5K ﹤0.01% 2163
2025
Q3 		$39K Sell
1,364
-5
-0.4% -$142 ﹤0.01% 1887
2025
Q2 		$37.5K Buy
1,369
+418
+44% +$11.6K ﹤0.01% 1811
2025
Q1 		$27.9K Sell
951
-4,182
-81% -$123K ﹤0.01% 1513
2024
Q4 		$155K Buy
5,133
+3,462
+207% +$104K 0.01% 758
2024
Q3 		$47.4K Hold
1,671
– – ﹤0.01% 1094
2024
Q2 		$47.1K Buy
1,671
+20
+1% +$495 ﹤0.01% 1115
2024
Q1 		$41.8K Sell
1,651
-79
-5% -$1.99K ﹤0.01% 1056
2023
Q4 		$43.8K Buy
1,730
+271
+19% +$6.75K ﹤0.01% 954
2023
Q3 		$34.7K Buy
1,459
+95
+7% +$2.29K ﹤0.01% 942
2023
Q2 		$31.6K Sell
1,364
-304
-18% -$6.86K ﹤0.01% 998
2023
Q1 		$39K Buy
1,668
+1,000
+150% +$23.6K ﹤0.01% 877
2022
Q4 		$15.8K Buy
668
+364
+120% +$8.69K ﹤0.01% 1145
2022
Q3 		$6K Hold
304
– – ﹤0.01% 1294
2022
Q2 		$8K Sell
304
-1,629
-84% -$47.7K ﹤0.01% 1111
2022
Q1 		$59K Hold
1,933
– – 0.02% 439
2021
Q4 		$53K Buy
+1,933
New +$48.8K 0.01% 417

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

EverSource Wealth Advisors's IVT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its InvenTrust Properties (IVT) stake by 123% in Q2 2026, buying an estimated $46.9K and bringing the position to 2,587 shares worth $91.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

EverSource Wealth Advisors first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $155K in Q4 2024. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • EverSource Wealth Advisors held 2,587 shares of InvenTrust Properties worth $91.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,428 InvenTrust Properties shares in Q2 2026, an estimated $46.9K.
  • InvenTrust Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1433 holding.
  • EverSource Wealth Advisors first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's InvenTrust Properties position peaked at $155K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.