CAL
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Capital Advisors Ltd’s Invesco IVZ Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
21
– – ﹤0.01% 1240
2025
Q4 		$1K Hold
21
– – ﹤0.01% 1215
2025
Q3 		$0 Hold
21
– – ﹤0.01% 1460
2025
Q2 		$0 Buy
+21
New +$302 ﹤0.01% 1486
2024
Q2 		– Sell
-36
Closed -$1K – 1514
2024
Q1 		$1K Buy
+36
New +$581 ﹤0.01% 1202
2023
Q3 		– Sell
-25
Closed – – 1375
2023
Q2 		$0 Sell
25
-182
-88% -$2.93K ﹤0.01% 1419
2023
Q1 		$3K Buy
207
+47
+29% +$839 ﹤0.01% 815
2022
Q4 		$3K Buy
+160
New +$2.74K ﹤0.01% 772
2022
Q1 		– Sell
-24
Closed -$1K – 1064
2021
Q4 		$1K Buy
+24
New +$584 ﹤0.01% 692

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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