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
Q3 		$993K Buy
33,563
+799
+2% +$26.8K ﹤0.01% 2184
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $350M AUM 2.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's IVT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its InvenTrust Properties (IVT) stake by 2.4% in Q3 2026, buying an estimated $26.8K and bringing the position to 33,563 shares worth $993K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Wealth Enhancement Advisory Services first reported a position in IVT in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.16M in Q2 2026. 282 funds tracked by Wall St. Rank hold IVT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 33,563 shares of InvenTrust Properties worth $993K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 799 InvenTrust Properties shares in Q3 2026, an estimated $26.8K.
  • InvenTrust Properties made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2184 holding.
  • Wealth Enhancement Advisory Services first reported a position in InvenTrust Properties in Q1 2023 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's InvenTrust Properties position peaked at $1.16M in Q2 2026.
  • 282 funds tracked by Wall St. Rank held InvenTrust Properties as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.