BOSSRA
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B.O.S.S. Retirement Advisors’s Invesco IVZ Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-72,037
Closed -$1.26M – 247
2024
Q3 		$1.26M Buy
72,037
+2,416
+3% +$39.7K 0.25% 103
2024
Q2 		$1.04M Sell
69,621
-3,561
-5% -$54.8K 0.27% 102
2024
Q1 		$1.31M Sell
73,182
-8,772
-11% -$142K 0.5% 82
2023
Q4 		$1.46M Sell
81,954
-10,448
-11% -$151K 0.28% 125
2023
Q3 		$1.34M Sell
92,402
-7,798
-8% -$126K 0.29% 135
2023
Q2 		$1.68M Buy
100,200
+6,805
+7% +$110K 0.36% 104
2023
Q1 		$1.53M Sell
93,395
-7,060
-7% -$126K 0.36% 116
2022
Q4 		$1.81M Buy
+100,455
New +$1.72M 0.46% 87

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return