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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
Q2 		$162K Sell
4,587
-1,464
-24% -$48.1K ﹤0.01% 1653
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
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

IFP Advisors's IVT Position: Q2 2026 in Review

IFP Advisors reduced its InvenTrust Properties (IVT) stake by 24% in Q2 2026, selling an estimated $48.1K and leaving 4,587 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

IFP Advisors first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $364K in Q3 2022. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • IFP Advisors held 4,587 shares of InvenTrust Properties worth $162K as of Q2 2026.
  • IFP Advisors sold 1,464 InvenTrust Properties shares in Q2 2026, an estimated $48.1K.
  • InvenTrust Properties made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1653 holding.
  • IFP Advisors first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • IFP Advisors's InvenTrust Properties position peaked at $364K in Q3 2022.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.