McIlrath & Eck’s InvenTrust Properties IVT Stock Holding History

McIlrath & Eck’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	$80.1K	Hold	2,629	–	–	0.01%	421
2025 Q4	$74.2K	Sell	2,629 -376	-13%	-$10.6K	0.01%	289
2025 Q3	$86K	Hold	3,005	–	–	0.01%	232
2025 Q2	$82.3K	Hold	3,005	–	–	0.01%	230
2025 Q1	$88.3K	Hold	3,005	–	–	0.01%	217
2024 Q4	$90.5K	Sell	3,005 -21	-0.7%	-$632	0.01%	207
2024 Q3	$85.8K	Sell	3,026 -69	-2%	-$1.91K	0.01%	211
2024 Q2	$76.6K	Hold	3,095	–	–	0.01%	215
2024 Q1	$79.6K	Buy	3,095 +11	+0.4%	+$277	0.01%	211
2023 Q4	$78.1K	Hold	3,084	–	–	0.01%	201
2023 Q3	$73.4K	Hold	3,084	–	–	0.01%	204
2023 Q2	$71.4K	Hold	3,084	–	–	0.02%	207
2023 Q1	$72.2K	Hold	3,084	–	–	0.02%	197
2022 Q4	$73K	Buy	3,084 +178	+6%	+$4.25K	0.02%	190
2022 Q3	$62K	Hold	2,906	–	–	0.02%	209
2022 Q2	$75K	Hold	2,906	–	–	0.02%	178
2022 Q1	$89K	Hold	2,906	–	–	0.03%	157
2021 Q4	$79K	Buy	+2,906	New	+$73.4K	0.02%	184

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

McIlrath & Eck's IVT Position: Q1 2026 in Review

McIlrath & Eck held its InvenTrust Properties (IVT) position steady in Q1 2026 at 2,629 shares worth $80.1K. The position accounts for 0.01% of the portfolio, ranked #421.

McIlrath & Eck first reported a position in IVT in Q4 2021 and has held it in 18 quarters since. The position peaked at $90.5K in Q4 2024. 322 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

McIlrath & Eck held 2,629 shares of InvenTrust Properties worth $80.1K as of Q1 2026.
McIlrath & Eck left its InvenTrust Properties share count unchanged in Q1 2026.
InvenTrust Properties made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #421 holding.
McIlrath & Eck first reported a position in InvenTrust Properties in Q4 2021 and has held it in 18 quarters since.
McIlrath & Eck's InvenTrust Properties position peaked at $90.5K in Q4 2024.
322 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.