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Sound Income Strategies’s InvenTrust Properties IVT Stock Holding History

Sound Income Strategies’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 		– Sell
-3,160
Closed -$96.2K – 1432
2026
Q1 		$96.2K Buy
3,160
+36
+1% +$1.08K ﹤0.01% 614
2025
Q4 		$90.8K Sell
3,124
-1,433
-31% -$40.4K ﹤0.01% 609
2025
Q3 		$125K Buy
+4,557
New +$129K 0.01% 364

Other funds holding IVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sound Income Strategies's IVT Position: Q2 2026 in Review

Sound Income Strategies sold out of InvenTrust Properties (IVT) in Q2 2026, closing a stake of 3,160 shares — an estimated $96.2K sold.

Sound Income Strategies first reported a position in IVT in Q3 2025 and held it in 3 quarters. The position peaked at $125K in Q3 2025. 230 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Sound Income Strategies reported no remaining InvenTrust Properties position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 3,160 InvenTrust Properties shares in Q2 2026, an estimated $96.2K.
  • Sound Income Strategies first reported a position in InvenTrust Properties in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's InvenTrust Properties position peaked at $125K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.