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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
Q2 		– Sell
-64
Closed -$1.95K – 1811
2026
Q1 		$1.95K Buy
+64
New +$1.93K ﹤0.01% 2331

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Goldman Sachs
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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
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Root Financial Partners's IVT Position: Q2 2026 in Review

Root Financial Partners sold out of InvenTrust Properties (IVT) in Q2 2026, closing a stake of 64 shares — an estimated $1.95K sold.

Root Financial Partners first reported a position in IVT in Q1 2026 and held it in 1 quarter. The position peaked at $1.95K in Q1 2026. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Root Financial Partners reported no remaining InvenTrust Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 64 InvenTrust Properties shares in Q2 2026, an estimated $1.95K.
  • Root Financial Partners first reported a position in InvenTrust Properties in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's InvenTrust Properties position peaked at $1.95K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.