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Larson Financial Group’s InvenTrust Properties IVT Stock Holding History

Larson 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 		$21.7K Buy
613
+35
+6% +$1.15K ﹤0.01% 1963
2026
Q1 		$17.6K Buy
578
+18
+3% +$542 ﹤0.01% 1915
2025
Q4 		$15.8K Buy
560
+49
+10% +$1.38K ﹤0.01% 1845
2025
Q3 		$14.6K Sell
511
-111
-18% -$3.15K ﹤0.01% 1813
2025
Q2 		$17K Buy
622
+178
+40% +$4.95K ﹤0.01% 1559
2025
Q1 		$13K Sell
444
-50
-10% -$1.47K ﹤0.01% 1538
2024
Q4 		$14.9K Buy
494
+75
+18% +$2.26K ﹤0.01% 1334
2024
Q3 		$11.9K Hold
419
– – ﹤0.01% 1410
2024
Q2 		$10.4K Buy
+419
New +$10.4K ﹤0.01% 1256

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

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

Larson Financial Group increased its InvenTrust Properties (IVT) stake by 6.1% in Q2 2026, buying an estimated $1.15K and bringing the position to 613 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Larson Financial Group first reported a position in IVT in Q2 2024 and has held it in 9 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Larson Financial Group held 613 shares of InvenTrust Properties worth $21.7K as of Q2 2026.
  • Larson Financial Group bought 35 InvenTrust Properties shares in Q2 2026, an estimated $1.15K.
  • InvenTrust Properties made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1963 holding.
  • Larson Financial Group first reported a position in InvenTrust Properties in Q2 2024 and has held it in 9 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.