AWM
IVZ icon

Abound Wealth Management’s Invesco IVZ Stock Holding History

Abound Wealth Management’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-168
Closed -$2.42K – 1324
2023
Q3 		$2.45K Hold
168
– – ﹤0.01% 589
2023
Q2 		$2.83K Hold
168
– – ﹤0.01% 600
2023
Q1 		$2.76K Buy
168
+128
+320% +$2.28K ﹤0.01% 538
2022
Q4 		$728 Hold
40
– – ﹤0.01% 636
2022
Q3 		$555 Buy
+40
New +$675 ﹤0.01% 654

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TFM
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return