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Strategic Investment Solutions’s InvenTrust Properties IVT Stock Holding History

Strategic Investment Solutions’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
-61
Closed -$1.86K – 699
2026
Q1 		$1.86K Hold
61
– – ﹤0.01% 564
2025
Q4 		$1.72K Hold
61
– – ﹤0.01% 550
2025
Q3 		$1.75K Hold
61
– – ﹤0.01% 520
2025
Q2 		$1.67K Hold
61
– – ﹤0.01% 513
2025
Q1 		$1.79K Buy
+61
New +$1.8K ﹤0.01% 521

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 $3.38T AUM 44.17% 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

Strategic Investment Solutions's IVT Position: Q2 2026 in Review

Strategic Investment Solutions sold out of InvenTrust Properties (IVT) in Q2 2026, closing a stake of 61 shares — an estimated $1.86K sold.

Strategic Investment Solutions first reported a position in IVT in Q1 2025 and held it in 5 quarters. The position peaked at $1.86K in Q1 2026. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Strategic Investment Solutions reported no remaining InvenTrust Properties position as of Q2 2026 after selling out during the quarter.
  • Strategic Investment Solutions sold 61 InvenTrust Properties shares in Q2 2026, an estimated $1.86K.
  • Strategic Investment Solutions first reported a position in InvenTrust Properties in Q1 2025 and held it in 5 quarters.
  • Strategic Investment Solutions's InvenTrust Properties position peaked at $1.86K in Q1 2026.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.