Wealth Enhancement Advisory Services
IVT icon

Wealth Enhancement Advisory Services’s InvenTrust Properties IVT Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.16M Buy
32,764
+1,033
+3% +$33.9K ﹤0.01% 1969
2026
Q1 		$975K Sell
31,731
-2,180
-6% -$65.7K ﹤0.01% 1820
2025
Q4 		$956K Sell
33,911
-4,083
-11% -$115K ﹤0.01% 1995
2025
Q3 		$1.04M Buy
37,994
+9,451
+33% +$268K ﹤0.01% 1835
2025
Q2 		$784K Buy
28,543
+11,499
+67% +$320K ﹤0.01% 1896
2025
Q1 		$501K Buy
17,044
+1,040
+6% +$30.6K ﹤0.01% 2070
2024
Q4 		$482K Sell
16,004
-6,512
-29% -$196K ﹤0.01% 2019
2024
Q3 		$639K Sell
22,516
-6,117
-21% -$170K ﹤0.01% 1652
2024
Q2 		$709K Buy
28,633
+12,771
+81% +$316K ﹤0.01% 1440
2024
Q1 		$408K Sell
15,862
-3,502
-18% -$88.2K ﹤0.01% 1712
2023
Q4 		$491K Sell
19,364
-8,543
-31% -$213K ﹤0.01% 1518
2023
Q3 		$664K Buy
27,907
+13,903
+99% +$334K ﹤0.01% 1275
2023
Q2 		$324K Buy
14,004
+504
+4% +$11.4K ﹤0.01% 421
2023
Q1 		$316K Buy
+13,500
New +$319K ﹤0.01% 433

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

Wealth Enhancement Advisory Services's IVT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its InvenTrust Properties (IVT) stake by 3.3% in Q2 2026, buying an estimated $33.9K and bringing the position to 32,764 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Wealth Enhancement Advisory Services first reported a position in IVT in Q1 2023 and has held it in 14 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 32,764 shares of InvenTrust Properties worth $1.16M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,033 InvenTrust Properties shares in Q2 2026, an estimated $33.9K.
  • InvenTrust Properties made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1969 holding.
  • Wealth Enhancement Advisory Services first reported a position in InvenTrust Properties in Q1 2023 and has held it in 14 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.