INVENTRUST PPTYS CORP

Ticker: IVT CUSIP: 46124J201 Class: REIT

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,064 Value ($000) $171 Avg Close — Range —
Q3 2025
Shares 10,671 Value ($000) $305 Avg Close — Range —
Q2 2025
Shares 12,673 Value ($000) $347 Avg Close — Range —
Q1 2025
Shares 11,720 Value ($000) $344 Avg Close — Range —
Q4 2024
Shares 9,275 Value ($000) $279 Avg Close — Range —
Q3 2024
Shares 9,465 Value ($000) $269 Avg Close — Range —
Q2 2024
Shares 9,562 Value ($000) $237 Avg Close — Range —
Q1 2024
Shares 9,556 Value ($000) $246 Avg Close — Range —
Q4 2023
Shares 9,551 Value ($000) $242 Avg Close — Range —
Q3 2023
Shares 9,772 Value ($000) $233 Avg Close — Range —
Q2 2023
Shares 10,235 Value ($000) $237 Avg Close — Range —
Q1 2023
Shares 11,006 Value ($000) $258 Avg Close — Range —
Q4 2022
Shares 12,110 Value ($000) $287 Avg Close — Range —
Q3 2022
Shares 13,757 Value ($000) $293 Avg Close — Range —
Q2 2022
Shares 15,182 Value ($000) $392 Avg Close — Range —
Q1 2022
Shares 16,009 Value ($000) $493 Avg Close — Range —
Q4 2021
Shares 8,400 Value ($000) $229 Avg Close — Range —