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Spire Wealth Management’s InvenTrust Properties IVT Stock Holding History

Spire 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
2026
Q2 		$110K Buy
3,115
+900
+41% +$29.6K ﹤0.01% 951
2026
Q1 		$67.5K Hold
2,215
– – ﹤0.01% 1086
2025
Q4 		$62.5K Hold
2,215
– – ﹤0.01% 1116
2025
Q3 		$63.4K Hold
2,215
– – ﹤0.01% 1161
2025
Q2 		$60.7K Sell
2,215
-4,044
-65% -$112K ﹤0.01% 1137
2025
Q1 		$184K Buy
6,259
+5,435
+660% +$160K 0.01% 841
2024
Q4 		$24.8K Hold
824
– – ﹤0.01% 1547
2024
Q3 		$23.4K Sell
824
-308
-27% -$8.54K ﹤0.01% 1394
2024
Q2 		$28K Buy
1,132
+308
+37% +$7.62K ﹤0.01% 1311
2024
Q1 		$21.2K Hold
824
– – ﹤0.01% 1501
2023
Q4 		$20.7K Sell
824
-257
-24% -$6.41K ﹤0.01% 1530
2023
Q3 		$25.7K Buy
1,081
+257
+31% +$6.18K ﹤0.01% 1408
2023
Q2 		$19.1K Hold
824
– – ﹤0.01% 1606
2023
Q1 		$19.3K Sell
824
-335
-29% -$7.91K ﹤0.01% 1632
2022
Q4 		$27K Buy
1,159
+309
+36% +$7.37K ﹤0.01% 1243
2022
Q3 		$18K Sell
850
-11,470
-93% -$305K ﹤0.01% 1372
2022
Q2 		$318K Buy
+12,320
New +$360K 0.01% 614

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

Spire Wealth Management's IVT Position: Q2 2026 in Review

Spire Wealth Management increased its InvenTrust Properties (IVT) stake by 41% in Q2 2026, buying an estimated $29.6K and bringing the position to 3,115 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Spire Wealth Management first reported a position in IVT in Q2 2022 and has held it in 17 quarters since. The position peaked at $318K in Q2 2022. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Spire Wealth Management held 3,115 shares of InvenTrust Properties worth $110K as of Q2 2026.
  • Spire Wealth Management bought 900 InvenTrust Properties shares in Q2 2026, an estimated $29.6K.
  • InvenTrust Properties made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #951 holding.
  • Spire Wealth Management first reported a position in InvenTrust Properties in Q2 2022 and has held it in 17 quarters since.
  • Spire Wealth Management's InvenTrust Properties position peaked at $318K in Q2 2022.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.