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Rothschild Investment LLC’s InvenTrust Properties IVT Stock Holding History

Rothschild Investment LLC’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 		$4.85K Hold
137
– – ﹤0.01% 2281
2026
Q1 		$4.17K Buy
137
+24
+21% +$723 ﹤0.01% 2147
2025
Q4 		$3.19K Sell
113
-7
-6% -$197 ﹤0.01% 2128
2025
Q3 		$3.43K Buy
120
+45
+60% +$1.27K ﹤0.01% 1902
2025
Q2 		$2.06K Sell
75
-45
-38% -$1.25K ﹤0.01% 2058
2025
Q1 		$3.52K Buy
120
+50
+71% +$1.47K ﹤0.01% 1602
2024
Q4 		$2.11K Buy
70
+25
+56% +$752 ﹤0.01% 1769
2024
Q3 		$1.28K Buy
45
+25
+125% +$694 ﹤0.01% 1985
2024
Q2 		$495 Buy
20
+10
+100% +$247 ﹤0.01% 2021
2024
Q1 		$257 Buy
+10
New +$252 ﹤0.01% 1637

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

Rothschild Investment LLC's IVT Position: Q2 2026 in Review

Rothschild Investment LLC held its InvenTrust Properties (IVT) position steady in Q2 2026 at 137 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Rothschild Investment LLC first reported a position in IVT in Q1 2024 and has held it in 10 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Rothschild Investment LLC held 137 shares of InvenTrust Properties worth $4.85K as of Q2 2026.
  • Rothschild Investment LLC left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2281 holding.
  • Rothschild Investment LLC first reported a position in InvenTrust Properties in Q1 2024 and has held it in 10 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.