RMG Wealth Management
IVT icon

RMG Wealth Management’s InvenTrust Properties IVT Stock Holding History

RMG 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
Q3 		$7.28K Buy
241
+2
+0.8% +$67 ﹤0.01% 322
2026
Q2 		$7.96K Buy
239
+1
+0.4% +$33 ﹤0.01% 306
2026
Q1 		$7.44K Buy
+238
New +$7.17K ﹤0.01% 324

Other funds holding IVT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $350M AUM 2.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

RMG Wealth Management's IVT Position: Q3 2026 in Review

RMG Wealth Management increased its InvenTrust Properties (IVT) stake by 0.84% in Q3 2026, buying an estimated $67 and bringing the position to 241 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

RMG Wealth Management first reported a position in IVT in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.96K in Q2 2026. 282 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • RMG Wealth Management held 241 shares of InvenTrust Properties worth $7.28K as of Q3 2026.
  • RMG Wealth Management bought 2 InvenTrust Properties shares in Q3 2026, an estimated $67.
  • InvenTrust Properties made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #322 holding.
  • RMG Wealth Management first reported a position in InvenTrust Properties in Q1 2026 and has held it in 3 quarters since.
  • RMG Wealth Management's InvenTrust Properties position peaked at $7.96K in Q2 2026.
  • 282 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.