IFG
IVT icon

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
Q3 		$324K Sell
10,748
-5,784
-35% -$194K 0.01% 1213
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Independent Financial Group's IVT Position: Q3 2026 in Review

Independent Financial Group reduced its InvenTrust Properties (IVT) stake by 35% in Q3 2026, selling an estimated $194K and leaving 10,748 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #1213.

Independent Financial Group first reported a position in IVT in Q4 2021 and has held it in 20 quarters since. The position peaked at $608K in Q1 2026. 18 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • Independent Financial Group held 10,748 shares of InvenTrust Properties worth $324K as of Q3 2026.
  • Independent Financial Group sold 5,784 InvenTrust Properties shares in Q3 2026, an estimated $194K.
  • InvenTrust Properties made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1213 holding.
  • Independent Financial Group first reported a position in InvenTrust Properties in Q4 2021 and has held it in 20 quarters since.
  • Independent Financial Group's InvenTrust Properties position peaked at $608K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.