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Lloyd Advisory Services’s InvenTrust Properties IVT Stock Holding History

Lloyd Advisory Services’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 		$7.61K Sell
215
-3,167
-94% -$104K ﹤0.01% 393
2026
Q1 		$103K Buy
3,382
+3,167
+1,473% +$95.4K 0.03% 202
2025
Q4 		$6.07K Buy
+215
New +$6.05K ﹤0.01% 413
2022
Q1 		– Hold
0
– – – 420
2021
Q4 		– Hold
0
– – – 344

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State Street
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Vanguard Capital Management
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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

Lloyd Advisory Services's IVT Position: Q2 2026 in Review

Lloyd Advisory Services reduced its InvenTrust Properties (IVT) stake by 94% in Q2 2026, selling an estimated $104K and leaving 215 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Lloyd Advisory Services first reported a position in IVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $103K in Q1 2026. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Lloyd Advisory Services held 215 shares of InvenTrust Properties worth $7.61K as of Q2 2026.
  • Lloyd Advisory Services sold 3,167 InvenTrust Properties shares in Q2 2026, an estimated $104K.
  • InvenTrust Properties made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #393 holding.
  • Lloyd Advisory Services first reported a position in InvenTrust Properties in Q4 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's InvenTrust Properties position peaked at $103K in Q1 2026.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

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