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Aspire Private Capital’s Invesco IVZ Stock Holding History

Aspire Private Capital’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
2020
Q2 		– Sell
-9,227
Closed -$84K – 317
2020
Q1 		$84K Sell
9,227
-129
-1% -$1.96K 0.05% 131
2019
Q4 		$168K Sell
9,356
-237
-2% -$4.04K 0.07% 120
2019
Q3 		$163K Sell
9,593
-296
-3% -$5.23K 0.08% 112
2019
Q2 		$202K Buy
9,889
+3,518
+55% +$73K 0.1% 110
2019
Q1 		$123K Buy
6,371
+4
+0.1% +$75 0.06% 154
2018
Q4 		$107K Buy
+6,367
New +$127K 0.06% 152

Other funds holding IVZ

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return