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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return