Altshuler Shaham’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3K | Buy |
+1,224
| New | +$19.3K | ﹤0.01% | 164 |
|
|
2024
Q2 | – | Sell |
-1,871
| Closed | -$31K | – | 313 |
|
|
2024
Q1 | $31K | Sell |
1,871
-18,672
| -91% | -$310K | ﹤0.01% | 127 |
|
|
2023
Q4 | $366K | Sell |
20,543
-2,356
| -10% | -$42K | 0.02% | 70 |
|
|
2023
Q3 | $332K | Buy |
22,899
+17,262
| +306% | +$251K | 0.01% | 76 |
|
|
2023
Q2 | $94.8K | Sell |
5,637
-636
| -10% | -$10.7K | ﹤0.01% | 133 |
|
|
2023
Q1 | $103K | Buy |
6,273
+311
| +5% | +$5.1K | ﹤0.01% | 140 |
|
|
2022
Q4 | $107K | Sell |
5,962
-932
| -14% | -$16.8K | ﹤0.01% | 131 |
|
|
2022
Q3 | $97K | Sell |
6,894
-797
| -10% | -$11.2K | ﹤0.01% | 170 |
|
|
2022
Q2 | $124K | Buy |
7,691
+199
| +3% | +$3.21K | ﹤0.01% | 160 |
|
|
2022
Q1 | $173K | Buy |
7,492
+868
| +13% | +$20K | ﹤0.01% | 218 |
|
|
2021
Q4 | $152K | Buy |
6,624
+2,159
| +48% | +$49.5K | ﹤0.01% | 234 |
|
|
2021
Q3 | $108K | Buy |
4,465
+2,433
| +120% | +$58.9K | ﹤0.01% | 310 |
|
|
2021
Q2 | $54K | Buy |
+2,032
| New | +$54K | ﹤0.01% | 430 |
|