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Robinswood Financial’s InvenTrust Properties IVT Stock Holding History

Robinswood Financial’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 		$13.6K Hold
384
– – ﹤0.01% 268
2026
Q1 		$11.7K Hold
384
– – ﹤0.01% 272
2025
Q4 		$10.8K Sell
384
-1
-0.3% -$28 ﹤0.01% 260
2025
Q3 		$11K Hold
385
– – ﹤0.01% 250
2025
Q2 		$10.5K Hold
385
– – ﹤0.01% 250
2025
Q1 		$11.3K Hold
385
– – ﹤0.01% 235
2024
Q4 		$11.6K Hold
385
– – ﹤0.01% 193
2024
Q3 		$10.9K Hold
385
– – ﹤0.01% 204
2024
Q2 		$9.53K Hold
385
– – ﹤0.01% 212
2024
Q1 		$9.6K Hold
385
– – ﹤0.01% 153
2023
Q4 		$9.76K Hold
385
– – ﹤0.01% 147
2023
Q3 		$9.17K Hold
385
– – ﹤0.01% 151
2023
Q2 		$8.91K Buy
+385
New +$8.69K ﹤0.01% 135

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
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

Robinswood Financial's IVT Position: Q2 2026 in Review

Robinswood Financial held its InvenTrust Properties (IVT) position steady in Q2 2026 at 384 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Robinswood Financial first reported a position in IVT in Q2 2023 and has held it in 13 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Robinswood Financial held 384 shares of InvenTrust Properties worth $13.6K as of Q2 2026.
  • Robinswood Financial left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #268 holding.
  • Robinswood Financial first reported a position in InvenTrust Properties in Q2 2023 and has held it in 13 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.