IFG
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Independent Financial Group’s InvenTrust Properties IVT Stock Holding History

Independent Financial Group’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 		$585K Sell
16,532
-3,419
-17% -$112K 0.01% 924
2026
Q1 		$608K Sell
19,951
-300
-1% -$9.04K 0.01% 832
2025
Q4 		$571K Sell
20,251
-184
-0.9% -$5.18K 0.01% 842
2025
Q3 		$585K Buy
20,435
+2,000
+11% +$56.7K 0.01% 776
2025
Q2 		$505K Buy
18,435
+3,053
+20% +$84.9K 0.01% 780
2025
Q1 		$452K Hold
15,382
– – 0.02% 745
2024
Q4 		$463K Sell
15,382
-889
-5% -$26.8K 0.02% 721
2024
Q3 		$462K Sell
16,271
-507
-3% -$14.1K 0.02% 685
2024
Q2 		$415K Sell
16,778
-782
-4% -$19.3K 0.02% 678
2024
Q1 		$451K Sell
17,560
-5,142
-23% -$129K 0.02% 623
2023
Q4 		$575K Buy
22,702
+484
+2% +$12.1K 0.03% 514
2023
Q3 		$529K Buy
22,218
+1,265
+6% +$30.4K 0.03% 477
2023
Q2 		$485K Buy
20,953
+5
+0% +$113 0.03% 486
2023
Q1 		$490K Sell
20,948
-451
-2% -$10.6K 0.04% 460
2022
Q4 		$507K Buy
21,399
+1,656
+8% +$39.5K 0.04% 420
2022
Q3 		$421K Buy
19,743
+3,748
+23% +$99.5K 0.04% 437
2022
Q2 		$413K Buy
15,995
+885
+6% +$25.9K 0.04% 426
2022
Q1 		$465K Buy
15,110
+6,247
+70% +$170K 0.04% 449
2021
Q4 		$242K Buy
+8,863
New +$224K 0.02% 669

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

Independent Financial Group's IVT Position: Q2 2026 in Review

Independent Financial Group reduced its InvenTrust Properties (IVT) stake by 17% in Q2 2026, selling an estimated $112K and leaving 16,532 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #924.

Independent Financial Group first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $608K in Q1 2026. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Independent Financial Group held 16,532 shares of InvenTrust Properties worth $585K as of Q2 2026.
  • Independent Financial Group sold 3,419 InvenTrust Properties shares in Q2 2026, an estimated $112K.
  • InvenTrust Properties made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #924 holding.
  • Independent Financial Group first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's InvenTrust Properties position peaked at $608K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.