IFP Advisors’s InvenTrust Properties IVT Stock Holding History

IFP 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 Q1	$184K	Buy	6,051 +1,433	+31%	+$43.2K	﹤0.01%	1442
2025 Q4	$130K	Sell	4,618 -69	-1%	-$1.94K	﹤0.01%	1620
2025 Q3	$134K	Buy	4,687 +172	+4%	+$4.87K	﹤0.01%	1502
2025 Q2	$134K	Sell	4,515 -155	-3%	-$4.31K	﹤0.01%	1476
2025 Q1	$137K	Sell	4,670 -3,849	-45%	-$113K	﹤0.01%	1353
2024 Q4	$257K	Sell	8,519 -350	-4%	-$10.5K	0.01%	1019
2024 Q3	$252K	Sell	8,869 -210	-2%	-$5.83K	0.01%	982
2024 Q2	$225K	Buy	9,079 +3,106	+52%	+$76.8K	0.01%	988
2024 Q1	$154K	Hold	5,973	–	–	0.01%	1124
2023 Q4	$151K	Sell	5,973 -694	-10%	-$17.3K	0.01%	1084
2023 Q3	$159K	Sell	6,667 -147	-2%	-$3.54K	0.01%	1062
2023 Q2	$158K	Sell	6,814 -728	-10%	-$16.4K	0.01%	1132
2023 Q1	$218K	Sell	7,542 -3,955	-34%	-$93.3K	0.01%	918
2022 Q4	$331K	Sell	11,497 -1,148	-9%	-$27.4K	0.01%	1092
2022 Q3	$364K	Buy	12,645 +259	+2%	+$6.88K	0.01%	1080
2022 Q2	$357K	Hold	12,386	–	–	0.01%	989
2022 Q1	$357K	Buy	12,386 +6,741	+119%	+$183K	0.01%	989
2021 Q4	$153K	Buy	+5,645	New	+$142K	﹤0.01%	1082

Other funds holding IVT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return