AIM
IVZ icon

Aigen Investment Management’s Invesco IVZ Stock Holding History

Aigen Investment 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
2025
Q3 		– Sell
-19,936
Closed -$314K – 935
2025
Q2 		$314K Buy
+19,936
New +$286K 0.04% 511
2025
Q1 		– Sell
-37,009
Closed -$647K – 886
2024
Q4 		$647K Buy
+37,009
New +$659K 0.11% 262
2024
Q2 		– Sell
-15,085
Closed -$250K – 904
2024
Q1 		$250K Buy
+15,085
New +$243K 0.05% 487
2023
Q2 		– Sell
-74,172
Closed -$1.22M – 868
2023
Q1 		$1.22M Buy
+74,172
New +$1.32M 0.17% 153
2022
Q3 		– Sell
-54,804
Closed -$884K – 666
2022
Q2 		$884K Buy
54,804
+11,535
+27% +$218K 0.15% 203
2022
Q1 		$998K Sell
43,269
-17,565
-29% -$390K 0.17% 162
2021
Q4 		$1.39M Buy
+60,834
New +$1.48M 0.09% 315
2021
Q2 		– Sell
-13,176
Closed -$332K – 600
2021
Q1 		$332K Buy
+13,176
New +$295K 0.04% 386

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return