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SkyOak Wealth’s InvenTrust Properties IVT Stock Holding History

SkyOak Wealth’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 		$315K Hold
8,885
– – 0.05% 176
2026
Q1 		$271K Hold
8,885
– – 0.05% 196
2025
Q4 		$251K Hold
8,885
– – 0.05% 210
2025
Q3 		$254K Hold
8,885
– – 0.05% 210
2025
Q2 		$243K Hold
8,885
– – 0.05% 207
2025
Q1 		$261K Hold
8,885
– – 0.06% 188
2024
Q4 		$268K Hold
8,885
– – 0.06% 200
2024
Q3 		$252K Sell
8,885
-657
-7% -$18.2K 0.06% 198
2024
Q2 		$236K Hold
9,542
– – 0.06% 206
2024
Q1 		$245K Hold
9,542
– – 0.06% 209
2023
Q4 		$242K Hold
9,542
– – 0.06% 210
2023
Q3 		$227K Sell
9,542
-1,100
-10% -$26.5K 0.07% 206
2023
Q2 		$246K Sell
10,642
-3,421
-24% -$77.2K 0.07% 200
2023
Q1 		$329K Sell
14,063
-1,100
-7% -$26K 0.1% 155
2022
Q4 		$359K Sell
15,163
-2,118
-12% -$50.5K 0.12% 140
2022
Q3 		$369K Sell
17,281
-253
-1% -$6.72K 0.13% 134
2022
Q2 		$452K Buy
+17,534
New +$513K 0.15% 118

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

SkyOak Wealth's IVT Position: Q2 2026 in Review

SkyOak Wealth held its InvenTrust Properties (IVT) position steady in Q2 2026 at 8,885 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #176.

SkyOak Wealth first reported a position in IVT in Q2 2022 and has held it in 17 quarters since. The position peaked at $452K in Q2 2022. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • SkyOak Wealth held 8,885 shares of InvenTrust Properties worth $315K as of Q2 2026.
  • SkyOak Wealth left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #176 holding.
  • SkyOak Wealth first reported a position in InvenTrust Properties in Q2 2022 and has held it in 17 quarters since.
  • SkyOak Wealth's InvenTrust Properties position peaked at $452K in Q2 2022.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.