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Atom Investors’s Invesco IVZ Stock Holding History

Atom Investors’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
Q3 		– Sell
-22,069
Closed -$348K – 714
2025
Q2 		$348K Buy
+22,069
New +$317K 0.03% 410
2024
Q2 		– Sell
-29,213
Closed -$485K – 573
2024
Q1 		$485K Buy
+29,213
New +$471K 0.06% 336
2023
Q4 		– Sell
-48,060
Closed -$698K – 503
2023
Q3 		$698K Buy
+48,060
New +$774K 0.16% 179
2020
Q4 		– Sell
-15,637
Closed -$178K – 480
2020
Q3 		$178K Buy
+15,637
New +$166K 0.02% 379
2019
Q1 		– Sell
-89,830
Closed -$1.5M – 616
2018
Q4 		$1.5M Buy
+89,830
New +$1.8M 0.15% 174

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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return