Stephens Consulting’s InvenTrust Properties IVT Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-15	Closed	-$441	–	1584
2025 Q1	$441	Buy	+15	New	+$442	﹤0.01%	956

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

Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return

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

Stephens Consulting's IVT Position: Q2 2025 in Review

Stephens Consulting sold out of InvenTrust Properties (IVT) in Q2 2025, closing a stake of 15 shares — an estimated $441 sold.

Stephens Consulting first reported a position in IVT in Q1 2025 and held it in 1 quarter. The position peaked at $441 in Q1 2025. 304 funds tracked by Wall St. Rank hold IVT as of Q2 2025.

Stephens Consulting reported no remaining InvenTrust Properties position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 15 InvenTrust Properties shares in Q2 2025, an estimated $441.
Stephens Consulting first reported a position in InvenTrust Properties in Q1 2025 and held it in 1 quarter.
Stephens Consulting's InvenTrust Properties position peaked at $441 in Q1 2025.
304 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.