Merit Financial Group’s InvenTrust Properties IVT Stock Holding History

Merit 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	$486K	Buy	13,730 +144	+1%	+$4.73K	﹤0.01%	1508
2026 Q1	$414K	Buy	13,586 +2,820	+26%	+$85K	﹤0.01%	1480
2025 Q4	$304K	Buy	10,766 +259	+2%	+$7.29K	﹤0.01%	1561
2025 Q3	$301K	Buy	10,507 +227	+2%	+$6.43K	﹤0.01%	1452
2025 Q2	$282K	Buy	10,280 +201	+2%	+$5.59K	﹤0.01%	1372
2025 Q1	$296K	Buy	+10,079	New	+$297K	﹤0.01%	1126
2024 Q4	–	Sell	-30,951	Closed	-$878K	–	1176
2024 Q3	$878K	Buy	+30,951	New	+$859K	0.02%	453
2022 Q3	–	Sell	-37,195	Closed	-$959K	–	610
2022 Q2	$959K	Buy	+37,195	New	+$1.09M	0.03%	267

Other funds holding IVT

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

Merit Financial Group increased its InvenTrust Properties (IVT) stake by 1.1% in Q2 2026, buying an estimated $4.73K and bringing the position to 13,730 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Merit Financial Group first reported a position in IVT in Q2 2022 and has held it in 8 quarters since. The position peaked at $959K in Q2 2022. 39 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Merit Financial Group held 13,730 shares of InvenTrust Properties worth $486K as of Q2 2026.
Merit Financial Group bought 144 InvenTrust Properties shares in Q2 2026, an estimated $4.73K.
InvenTrust Properties made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1508 holding.
Merit Financial Group first reported a position in InvenTrust Properties in Q2 2022 and has held it in 8 quarters since.
Merit Financial Group's InvenTrust Properties position peaked at $959K in Q2 2022.
39 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.