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TD Private Client Wealth’s InvenTrust Properties IVT Stock Holding History

TD Private Client 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 		$177 Hold
5
– – ﹤0.01% 1654
2026
Q1 		$152 Hold
5
– – ﹤0.01% 1600
2025
Q4 		$141 Buy
+5
New +$141 ﹤0.01% 1581

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

TD Private Client Wealth's IVT Position: Q2 2026 in Review

TD Private Client Wealth held its InvenTrust Properties (IVT) position steady in Q2 2026 at 5 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

TD Private Client Wealth first reported a position in IVT in Q4 2025 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • TD Private Client Wealth held 5 shares of InvenTrust Properties worth $177 as of Q2 2026.
  • TD Private Client Wealth left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1654 holding.
  • TD Private Client Wealth first reported a position in InvenTrust Properties in Q4 2025 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.