Back to IVT

Investmark Advisory Group LLC → IVT

Investmark Advisory Group LLC IVT Position History

InvenTrust Properties Corp. • Real Estate

Quarters held
3
Latest value
$200K
Q3 2026
Peak value
$240K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$209K
Q2 2026$240K
Q3 2026$200K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$200K6.6K——
Q2 2026$240K6.8K——
Q1 2026$209K6.9K——

Other funds holding IVT

Other Investmark Advisory Group LLC positions

AAPL

APPLE INC

$14.4M
AAPL

APPLE INC

$12.3M
AAPL

APPLE INC

$11.8M
AAPL

APPLE INC

$10.7M
COF-PN

CAPITAL GROUP GROWTH ETF

$9.7M
COF-PN

CAPITAL GROUP GROWTH ETF

$9.6M
COF-PN

CAPITAL GROUP GROWTH ETF

$9.3M
PM

PHILIP MORRIS INTL INC

$8.3M