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MCM
MV Capital Management’s
InvenTrust Properties
IVT
Stock Holding History
MV Capital Management’s Portfolio
IVT Stock Details
IVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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30.48%
1-Year Est. Return
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$187B AUM
18.48%
1-Year Est. Return
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$1.91T AUM
VCM
Vanguard Capital Management
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$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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