Significant Wealth Partners’s InvenTrust Properties IVT Stock Holding History

Significant Wealth 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	$481K	Buy	13,582 +323	+2%	+$10.6K	0.52%	58
2026 Q1	$404K	Buy	13,259 +654	+5%	+$19.7K	0.5%	60
2025 Q4	$356K	Sell	12,605 -14,251	-53%	-$401K	0.4%	37
2025 Q3	$769K	Buy	26,856 +4,071	+18%	+$115K	0.38%	24
2025 Q2	$624K	Buy	22,785 +1,298	+6%	+$36.1K	0.31%	25
2025 Q1	$631K	Buy	21,487 +3,380	+19%	+$99.6K	0.32%	19
2024 Q4	$546K	Buy	+18,107	New	+$545K	0.28%	21

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Significant Wealth Partners's IVT Position: Q2 2026 in Review

Significant Wealth Partners increased its InvenTrust Properties (IVT) stake by 2.4% in Q2 2026, buying an estimated $10.6K and bringing the position to 13,582 shares worth $481K. The position accounts for 0.52% of the portfolio, ranked #58.

Significant Wealth Partners first reported a position in IVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $769K in Q3 2025. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Significant Wealth Partners held 13,582 shares of InvenTrust Properties worth $481K as of Q2 2026.
Significant Wealth Partners bought 323 InvenTrust Properties shares in Q2 2026, an estimated $10.6K.
InvenTrust Properties made up 0.52% of Significant Wealth Partners's portfolio in Q2 2026, its #58 holding.
Significant Wealth Partners first reported a position in InvenTrust Properties in Q4 2024 and has held it in 7 quarters since.
Significant Wealth Partners's InvenTrust Properties position peaked at $769K in Q3 2025.
342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.