BC
IVZ icon

Burney Company’s Invesco IVZ Stock Holding History

Burney Company’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
Q2 		– Sell
-21,591
Closed -$328K – 591
2025
Q1 		$328K Buy
21,591
+7,139
+49% +$122K 0.01% 482
2024
Q4 		$253K Buy
14,452
+3,513
+32% +$62.6K 0.01% 537
2024
Q3 		$192K Sell
10,939
-3,237
-23% -$53.2K 0.01% 589
2024
Q2 		$212K Buy
14,176
+3,150
+29% +$48.4K 0.01% 568
2024
Q1 		$183K Buy
+11,026
New +$178K 0.01% 586
2021
Q1 		– Sell
-13,950
Closed -$243K – 567
2020
Q4 		$243K Buy
+13,950
New +$215K 0.01% 470

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