AWA
IVZ icon

Arkadios Wealth Advisors’s Invesco IVZ Stock Holding History

Arkadios Wealth Advisors’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
Q2 		– Sell
-19,456
Closed -$295K – 1342
2025
Q1 		$295K Buy
+19,456
New +$332K 0.01% 914
2021
Q4 		– Sell
-6,599
Closed -$159K – 1184
2021
Q3 		$159K Buy
6,599
+1,468
+29% +$36.7K 0.02% 566
2021
Q2 		$137K Buy
5,131
+4,789
+1,400% +$131K 0.02% 633
2021
Q1 		$8K Hold
342
– – ﹤0.01% 1248
2020
Q4 		$5K Sell
342
-2,984
-90% -$45.9K ﹤0.01% 1121
2020
Q3 		$46.7K Sell
3,326
-100
-3% -$1.06K 0.02% 430
2020
Q2 		$35.9K Buy
3,426
+3,226
+1,613% +$28.9K 0.02% 423
2020
Q1 		$1.82K Hold
200
– – ﹤0.01% 924
2019
Q4 		$3.6K Buy
+200
New +$3.41K ﹤0.01% 746

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return