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True Wealth Design’s InvenTrust Properties IVT Stock Holding History

True Wealth Design’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
-7
Closed -$214 – 2771
2026
Q1 		$214 Sell
7
-6
-46% -$181 ﹤0.01% 2319
2025
Q4 		$367 Buy
+13
New +$366 ﹤0.01% 2055
2025
Q3 		– Sell
-7
Closed -$192 – 2805
2025
Q2 		$192 Sell
7
-8
-53% -$222 ﹤0.01% 2084
2025
Q1 		$441 Buy
+15
New +$442 ﹤0.01% 1591

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

True Wealth Design's IVT Position: Q2 2026 in Review

True Wealth Design sold out of InvenTrust Properties (IVT) in Q2 2026, closing a stake of 7 shares — an estimated $214 sold.

True Wealth Design first reported a position in IVT in Q1 2025 and held it in 4 quarters. The position peaked at $441 in Q1 2025. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • True Wealth Design reported no remaining InvenTrust Properties position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 7 InvenTrust Properties shares in Q2 2026, an estimated $214.
  • True Wealth Design first reported a position in InvenTrust Properties in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's InvenTrust Properties position peaked at $441 in Q1 2025.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.