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Millstone Evans Group’s InvenTrust Properties IVT Stock Holding History

Millstone Evans 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 		$32K Hold
905
– – 0.02% 437
2026
Q1 		$27.6K Hold
905
– – 0.02% 438
2025
Q4 		$25.5K Hold
905
– – 0.02% 437
2025
Q3 		$25.9K Hold
905
– – 0.02% 423
2025
Q2 		$24.8K Hold
905
– – 0.02% 415
2025
Q1 		$26.6K Hold
905
– – 0.02% 410
2024
Q4 		$27.3K Buy
+905
New +$27.2K 0.02% 385

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Millstone Evans Group's IVT Position: Q2 2026 in Review

Millstone Evans Group held its InvenTrust Properties (IVT) position steady in Q2 2026 at 905 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #437.

Millstone Evans Group first reported a position in IVT in Q4 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Millstone Evans Group held 905 shares of InvenTrust Properties worth $32K as of Q2 2026.
  • Millstone Evans Group left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #437 holding.
  • Millstone Evans Group first reported a position in InvenTrust Properties in Q4 2024 and has held it in 7 quarters since.
  • 265 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.