Aperio Group’s Invesco IVZ Stock Holding History

Aperio Group’s Portfolio IVZ Stock Details IVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$10.7M	Sell	616,302 -3,975	-0.6%	-$69.3K	0.03%	526
2020 Q3	$7.08M	Buy	620,277 +35,993	+6%	+$411K	0.02%	608
2020 Q2	$6.29M	Buy	584,284 +79,830	+16%	+$859K	0.02%	637
2020 Q1	$4.58M	Buy	504,454 +296,071	+142%	+$2.69M	0.02%	684
2019 Q4	$3.75M	Sell	208,383 -20,304	-9%	-$365K	0.01%	845
2019 Q3	$3.87M	Sell	228,687 -95,285	-29%	-$1.61M	0.02%	795
2019 Q2	$6.63M	Buy	323,972 +27,682	+9%	+$566K	0.03%	610
2019 Q1	$5.72M	Buy	296,290 +91,018	+44%	+$1.76M	0.02%	655
2018 Q4	$3.44M	Buy	205,272 +72,979	+55%	+$1.22M	0.02%	779
2018 Q3	$3.03M	Sell	132,293 -19,839	-13%	-$454K	0.01%	856
2018 Q2	$4.04M	Sell	152,132 -23,295	-13%	-$619K	0.02%	740
2018 Q1	$5.62M	Sell	175,427 -4,514	-3%	-$144K	0.03%	613
2017 Q4	$6.58M	Sell	179,941 -1,194	-0.7%	-$43.6K	0.03%	549
2017 Q3	$6.35M	Sell	181,135 -3,089	-2%	-$108K	0.04%	523
2017 Q2	$6.48M	Buy	184,224 +13,180	+8%	+$464K	0.04%	503
2017 Q1	$5.24M	Sell	171,044 -17,179	-9%	-$526K	0.04%	530
2016 Q4	$5.71M	Buy	188,223 +24,017	+15%	+$729K	0.04%	457
2016 Q3	$5.14M	Buy	164,206 +4,431	+3%	+$139K	0.04%	525
2016 Q2	$4.08M	Sell	159,775 -19,230	-11%	-$491K	0.03%	574
2016 Q1	$5.51M	Sell	179,005 -12,100	-6%	-$372K	0.05%	443
2015 Q4	$6.4M	Buy	191,105 +29,221	+18%	+$978K	0.06%	375
2015 Q3	$5.06M	Buy	161,884 +1,271	+0.8%	+$39.7K	0.05%	421
2015 Q2	$6.02M	Buy	160,613 +1,296	+0.8%	+$48.6K	0.06%	360
2015 Q1	$6.32M	Buy	159,317 +11,254	+8%	+$447K	0.07%	340
2014 Q4	$5.85M	Buy	148,063 +6,502	+5%	+$257K	0.07%	340
2014 Q3	$5.59M	Buy	141,561 +5,610	+4%	+$221K	0.08%	328
2014 Q2	$5.13M	Buy	135,951 +12,883	+10%	+$486K	0.07%	325
2014 Q1	$4.55M	Buy	+123,068	New	+$4.55M	0.06%	402
2013 Q4	–	Sell	-103,227	Closed	-$3.29M	–	379
2013 Q3	$3.29M	Buy	103,227 +10,938	+12%	+$349K	0.06%	402
2013 Q2	$2.94M	Buy	+92,289	New	+$2.94M	0.07%	367