Bell Investment Advisors’s Invesco IVZ Stock Holding History

Bell Investment 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
2026 Q1	$462	Buy	+19	New	+$497	﹤0.01%	1781
2025 Q2	–	Sell	-267	Closed	-$4.05K	–	1935
2025 Q1	$4.05K	Hold	267	–	–	﹤0.01%	1014
2024 Q4	$4.67K	Sell	267 -212	-44%	-$3.78K	﹤0.01%	956
2024 Q3	$8.41K	Sell	479 -36	-7%	-$591	﹤0.01%	689
2024 Q2	$7.71K	Hold	515	–	–	﹤0.01%	715
2024 Q1	$8.54K	Hold	515	–	–	﹤0.01%	658
2023 Q4	$9.19K	Buy	515 +93	+22%	+$1.34K	﹤0.01%	593
2023 Q3	$6.13K	Buy	422 +255	+153%	+$4.11K	﹤0.01%	708
2023 Q2	$2.81K	Sell	167 -127	-43%	-$2.04K	﹤0.01%	1124
2023 Q1	$4.82K	Buy	294 +60	+26%	+$1.07K	﹤0.01%	808
2022 Q4	$4.21K	Buy	234 +169	+260%	+$2.89K	﹤0.01%	897
2022 Q3	$1K	Sell	65 -36	-36%	-$607	﹤0.01%	1449
2022 Q2	$2K	Buy	+101	New	+$1.91K	﹤0.01%	1168
2021 Q4	$5K	Buy	218 +145	+199%	+$3.53K	﹤0.01%	767
2021 Q3	$2K	Buy	+73	New	+$1.83K	﹤0.01%	1088

Other funds holding IVZ

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return