MV Capital Management’s InvenTrust Properties IVT Stock Holding History

MV Capital Management’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	$8.25K	Hold	233	–	–	﹤0.01%	570
2026 Q1	$7.1K	Hold	233	–	–	﹤0.01%	572
2025 Q4	$6.57K	Hold	233	–	–	﹤0.01%	580
2025 Q3	$6.67K	Hold	233	–	–	﹤0.01%	575
2025 Q2	$6.38K	Hold	233	–	–	﹤0.01%	585
2025 Q1	$6.84K	Hold	233	–	–	﹤0.01%	575
2024 Q4	$7.02K	Hold	233	–	–	﹤0.01%	565
2024 Q3	$6.61K	Hold	233	–	–	﹤0.01%	594
2024 Q2	$5.77K	Hold	233	–	–	﹤0.01%	592
2024 Q1	$5.99K	Hold	233	–	–	﹤0.01%	585
2023 Q4	$5.91K	Hold	233	–	–	﹤0.01%	584
2023 Q3	$5.55K	Hold	233	–	–	﹤0.01%	578
2023 Q2	$5.39K	Hold	233	–	–	﹤0.01%	587
2023 Q1	$5.45K	Hold	233	–	–	﹤0.01%	586
2022 Q4	$5.51K	Hold	233	–	–	﹤0.01%	543
2022 Q3	$5K	Sell	233 -963	-81%	-$25.6K	﹤0.01%	551
2022 Q2	$31K	Hold	1,196	–	–	0.01%	269
2022 Q1	$37K	Hold	1,196	–	–	0.01%	253
2021 Q4	$33K	Buy	+1,196	New	+$30.2K	﹤0.01%	259

Other funds holding IVT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MV Capital Management's IVT Position: Q2 2026 in Review

MV Capital Management held its InvenTrust Properties (IVT) position steady in Q2 2026 at 233 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

MV Capital Management first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $37K in Q1 2022. 343 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

MV Capital Management held 233 shares of InvenTrust Properties worth $8.25K as of Q2 2026.
MV Capital Management left its InvenTrust Properties share count unchanged in Q2 2026.
InvenTrust Properties made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #570 holding.
MV Capital Management first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
MV Capital Management's InvenTrust Properties position peaked at $37K in Q1 2022.
343 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.