PS
IVT icon

Planning Strategies’s InvenTrust Properties IVT Stock Holding History

Planning Strategies’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 		$8.85K Buy
+250
New +$8.21K 0.01% 342

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Planning Strategies's IVT Position: Q2 2026 in Review

Planning Strategies opened a new position in InvenTrust Properties (IVT) in Q2 2026: 250 shares worth $8.85K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings.

317 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Planning Strategies held 250 shares of InvenTrust Properties worth $8.85K as of Q2 2026.
  • InvenTrust Properties was a new Planning Strategies position in Q2 2026.
  • InvenTrust Properties made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #342 holding.
  • 317 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.