IAG
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Investmark Advisory Group’s InvenTrust Properties IVT Stock Holding History

Investmark Advisory 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
Q1 		$209K Buy
+6,858
New +$207K 0.09% 131
2025
Q4 		– Sell
-7,378
Closed -$211K – 137
2025
Q3 		$211K Buy
7,378
+13
+0.2% +$368 0.09% 131
2025
Q2 		$202K Buy
7,365
+11
+0.1% +$306 0.09% 126
2025
Q1 		$216K Sell
7,354
-124
-2% -$3.65K 0.11% 114
2024
Q4 		$225K Sell
7,478
-488
-6% -$14.7K 0.11% 110
2024
Q3 		$226K Buy
+7,966
New +$221K 0.11% 113
2024
Q2 		– Sell
-8,406
Closed -$216K – 118
2024
Q1 		$216K Sell
8,406
-479
-5% -$12.1K 0.12% 111
2023
Q4 		$225K Buy
8,885
+10
+0.1% +$249 0.13% 101
2023
Q3 		$211K Sell
8,875
-190
-2% -$4.57K 0.14% 98
2023
Q2 		$210K Sell
9,065
-1,070
-11% -$24.1K 0.14% 99
2023
Q1 		$237K Buy
10,135
+526
+5% +$12.4K 0.17% 87
2022
Q4 		$227K Sell
9,609
-542
-5% -$12.9K 0.17% 91
2022
Q3 		$216K Sell
10,151
-1,351
-12% -$35.9K 0.19% 87
2022
Q2 		$296K Sell
11,502
-2,320
-17% -$67.9K 0.29% 54
2022
Q1 		$425K Sell
13,822
-652
-5% -$17.7K 0.44% 44
2021
Q4 		$394K Buy
+14,474
New +$365K 0.37% 46

Other funds holding IVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Investmark Advisory Group's IVT Position: Q1 2026 in Review

Investmark Advisory Group opened a new position in InvenTrust Properties (IVT) in Q1 2026: 6,858 shares worth $209K. The stake represents 0.09% of the portfolio and ranks #131 among its holdings. This is a return to the name: Investmark Advisory Group previously reported a position in IVT as recently as Q3 2025.

Investmark Advisory Group first reported a position in IVT in Q4 2021 and has held it in 16 quarters since. The position peaked at $425K in Q1 2022. 321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Investmark Advisory Group held 6,858 shares of InvenTrust Properties worth $209K as of Q1 2026.
  • InvenTrust Properties was a new Investmark Advisory Group position in Q1 2026.
  • InvenTrust Properties made up 0.09% of Investmark Advisory Group's portfolio in Q1 2026, its #131 holding.
  • Investmark Advisory Group first reported a position in InvenTrust Properties in Q4 2021 and has held it in 16 quarters since.
  • Investmark Advisory Group's InvenTrust Properties position peaked at $425K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.