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 Q2	$240K	Sell	6,778 -80	-1%	-$2.63K	0.09%	129
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Investmark Advisory Group's IVT Position: Q2 2026 in Review

Investmark Advisory Group reduced its InvenTrust Properties (IVT) stake by 1.2% in Q2 2026, selling an estimated $2.63K and leaving 6,778 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #129.

Investmark Advisory Group first reported a position in IVT in Q4 2021 and has held it in 17 quarters since. The position peaked at $425K in Q1 2022. 343 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Investmark Advisory Group held 6,778 shares of InvenTrust Properties worth $240K as of Q2 2026.
Investmark Advisory Group sold 80 InvenTrust Properties shares in Q2 2026, an estimated $2.63K.
InvenTrust Properties made up 0.09% of Investmark Advisory Group's portfolio in Q2 2026, its #129 holding.
Investmark Advisory Group first reported a position in InvenTrust Properties in Q4 2021 and has held it in 17 quarters since.
Investmark Advisory Group's InvenTrust Properties position peaked at $425K in Q1 2022.
343 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.