VWA
IVT icon

Valued Wealth Advisors’s InvenTrust Properties IVT Stock Holding History

Valued Wealth Advisors’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 		$4.46K Hold
125
– – ﹤0.01% 470
2026
Q1 		$3.84K Hold
125
– – ﹤0.01% 441
2025
Q4 		$3.56K Sell
125
-3
-2% -$84 ﹤0.01% 343
2025
Q3 		$3.7K Hold
128
– – ﹤0.01% 325
2025
Q2 		$3.54K Hold
128
– – ﹤0.01% 326
2025
Q1 		$3.8K Hold
128
– – ﹤0.01% 346
2024
Q4 		$3.89K Buy
128
+1
+0.8% +$30 ﹤0.01% 334
2024
Q3 		$3.64K Buy
127
+1
+0.8% +$28 ﹤0.01% 317
2024
Q2 		$3.15K Buy
126
+1
+0.8% +$25 ﹤0.01% 321
2024
Q1 		$3.24K Buy
+125
New +$3.15K ﹤0.01% 293

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

Valued Wealth Advisors's IVT Position: Q2 2026 in Review

Valued Wealth Advisors held its InvenTrust Properties (IVT) position steady in Q2 2026 at 125 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Valued Wealth Advisors first reported a position in IVT in Q1 2024 and has held it in 10 quarters since. 344 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Valued Wealth Advisors held 125 shares of InvenTrust Properties worth $4.46K as of Q2 2026.
  • Valued Wealth Advisors left its InvenTrust Properties share count unchanged in Q2 2026.
  • InvenTrust Properties made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #470 holding.
  • Valued Wealth Advisors first reported a position in InvenTrust Properties in Q1 2024 and has held it in 10 quarters since.
  • 344 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.