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Peterson Wealth Management’s InvenTrust Properties IVT Stock Holding History

Peterson Wealth 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 		$151K Buy
4,268
+33
+0.8% +$1.08K 0.07% 45
2026
Q1 		$129K Buy
+4,235
New +$128K 0.07% 50

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Vanguard Portfolio Management
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Peterson Wealth Management's IVT Position: Q2 2026 in Review

Peterson Wealth Management increased its InvenTrust Properties (IVT) stake by 0.78% in Q2 2026, buying an estimated $1.08K and bringing the position to 4,268 shares worth $151K. The position accounts for 0.07% of the portfolio, ranked #45.

Peterson Wealth Management first reported a position in IVT in Q1 2026 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Peterson Wealth Management held 4,268 shares of InvenTrust Properties worth $151K as of Q2 2026.
  • Peterson Wealth Management bought 33 InvenTrust Properties shares in Q2 2026, an estimated $1.08K.
  • InvenTrust Properties made up 0.07% of Peterson Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Peterson Wealth Management first reported a position in InvenTrust Properties in Q1 2026 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.