Shira Ridge Wealth Management’s InvenTrust Properties IVT Stock Holding History

Shira Ridge Wealth Management’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
2025 Q1	–	Sell	-18,569	Closed	-$559K	–	78
2024 Q4	$559K	Sell	18,569 -7,045	-28%	-$212K	0.27%	46
2024 Q3	$727K	Hold	25,614	–	–	0.37%	43
2024 Q2	$634K	Hold	25,614	–	–	0.35%	47
2024 Q1	$659K	Hold	25,614	–	–	0.38%	42
2023 Q4	$649K	Hold	25,614	–	–	0.39%	43
2023 Q3	$610K	Hold	25,614	–	–	0.4%	40
2023 Q2	$593K	Hold	25,614	–	–	0.37%	39
2023 Q1	$599K	Hold	25,614	–	–	0.4%	40
2022 Q4	$606K	Buy	+25,614	New	+$611K	0.42%	38

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shira Ridge Wealth Management's IVT Position: Q1 2025 in Review

Shira Ridge Wealth Management sold out of InvenTrust Properties (IVT) in Q1 2025, closing a stake of 18,569 shares — an estimated $559K sold.

Shira Ridge Wealth Management first reported a position in IVT in Q4 2022 and held it in 9 quarters. The position peaked at $727K in Q3 2024. 301 funds tracked by Wall St. Rank hold IVT as of Q1 2025.

Shira Ridge Wealth Management reported no remaining InvenTrust Properties position as of Q1 2025 after selling out during the quarter.
Shira Ridge Wealth Management sold 18,569 InvenTrust Properties shares in Q1 2025, an estimated $559K.
Shira Ridge Wealth Management first reported a position in InvenTrust Properties in Q4 2022 and held it in 9 quarters.
Shira Ridge Wealth Management's InvenTrust Properties position peaked at $727K in Q3 2024.
301 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2025.

Based on Shira Ridge Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.