SHF
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Safe Harbor Fiduciary’s InvenTrust Properties IVT Stock Holding History

Safe Harbor Fiduciary’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$263K Hold
10,574
– – 0.25% 72
2025
Q1 		$263K Hold
10,574
– – 0.27% 63
2024
Q4 		$263K Hold
10,574
– – 0.27% 64
2024
Q3 		$263K Buy
+10,574
New +$263K 0.25% 66