Koshinski Asset Management
IVT icon

Koshinski Asset Management’s InvenTrust Properties IVT Stock Holding History

Koshinski Asset Management’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 		$886K Sell
25,017
-348
-1% -$11.4K 0.05% 323
2026
Q1 		$773K Buy
25,365
+1,422
+6% +$42.9K 0.05% 328
2025
Q4 		$675K Sell
23,943
-1,724
-7% -$48.5K 0.04% 347
2025
Q3 		$735K Sell
25,667
-488
-2% -$13.8K 0.05% 334
2025
Q2 		$717K Sell
26,155
-876
-3% -$24.4K 0.05% 328
2025
Q1 		$794K Buy
27,031
+313
+1% +$9.22K 0.07% 295
2024
Q4 		$805K Sell
26,718
-2,099
-7% -$63.2K 0.07% 280
2024
Q3 		$818K Sell
28,817
-8,191
-22% -$227K 0.07% 279
2024
Q2 		$905K Sell
37,008
-4,455
-11% -$110K 0.08% 232
2024
Q1 		$1.07M Sell
41,463
-6,803
-14% -$171K 0.11% 194
2023
Q4 		$1.22M Buy
48,266
+4,558
+10% +$114K 0.19% 146
2023
Q3 		$1.04M Buy
43,708
+13
+0% +$313 0.12% 176
2023
Q2 		$1.01M Sell
43,695
-16,899
-28% -$381K 0.11% 193
2023
Q1 		$1.42M Buy
60,594
+615
+1% +$14.5K 0.14% 148
2022
Q4 		$1.42M Buy
59,979
+1,152
+2% +$27.5K 0.14% 164
2022
Q3 		$1.25M Sell
58,827
-3,125
-5% -$83K 0.15% 159
2022
Q2 		$1.6M Sell
61,952
-20,337
-25% -$595K 0.16% 154
2022
Q1 		$2.53M Buy
82,289
+12,208
+17% +$332K 0.21% 111
2021
Q4 		$1.91M Buy
+70,081
New +$1.77M 0.15% 145

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

Koshinski Asset Management's IVT Position: Q2 2026 in Review

Koshinski Asset Management reduced its InvenTrust Properties (IVT) stake by 1.4% in Q2 2026, selling an estimated $11.4K and leaving 25,017 shares worth $886K. The position accounts for 0.05% of the portfolio, ranked #323.

Koshinski Asset Management first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.53M in Q1 2022. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Koshinski Asset Management held 25,017 shares of InvenTrust Properties worth $886K as of Q2 2026.
  • Koshinski Asset Management sold 348 InvenTrust Properties shares in Q2 2026, an estimated $11.4K.
  • InvenTrust Properties made up 0.05% of Koshinski Asset Management's portfolio in Q2 2026, its #323 holding.
  • Koshinski Asset Management first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • Koshinski Asset Management's InvenTrust Properties position peaked at $2.53M in Q1 2022.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.