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Root Financial Partners’s InvenTrust Properties IVT Stock Holding History

Root Financial Partners’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
Q1 		$1.95K Buy
+64
New +$1.93K ﹤0.01% 2331

Other funds holding IVT

BlackRock
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's IVT Position: Q1 2026 in Review

Root Financial Partners opened a new position in InvenTrust Properties (IVT) in Q1 2026: 64 shares worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #2331 among its holdings.

321 funds tracked by Wall St. Rank hold IVT as of Q1 2026.

  • Root Financial Partners held 64 shares of InvenTrust Properties worth $1.95K as of Q1 2026.
  • InvenTrust Properties was a new Root Financial Partners position in Q1 2026.
  • InvenTrust Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2331 holding.
  • 321 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.