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Ashton Thomas Private Wealth’s Invesco IVZ Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-241
Closed -$3.6K – 1238
2024
Q2 		$3.6K Buy
+241
New +$3.71K ﹤0.01% 1634
2020
Q1 		– Sell
-86,434
Closed -$1.55M – 228
2019
Q4 		$1.55M Buy
86,434
+504
+0.6% +$8.6K 0.51% 54
2019
Q3 		$1.46M Sell
85,930
-20,375
-19% -$360K 0.61% 41
2019
Q2 		$2.17M Buy
106,305
+16,376
+18% +$340K 0.84% 32
2019
Q1 		$1.74M Buy
+89,929
New +$1.68M 0.71% 33

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return