Carolinas Wealth Consulting’s Invesco IVZ Stock Holding History

Carolinas Wealth Consulting’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	-51	Closed	-$774	–	477
2025 Q1	$774	Hold	51	–	–	﹤0.01%	929
2024 Q4	$892	Hold	51	–	–	﹤0.01%	964
2024 Q3	$896	Hold	51	–	–	﹤0.01%	943
2024 Q2	$763	Buy	51 +10	+24%	+$154	﹤0.01%	940
2024 Q1	$680	Hold	41	–	–	﹤0.01%	953
2023 Q4	$731	Hold	41	–	–	﹤0.01%	866
2023 Q3	$532	Hold	41	–	–	﹤0.01%	922
2023 Q2	$689	Hold	41	–	–	﹤0.01%	953
2023 Q1	$672	Hold	41	–	–	﹤0.01%	953
2022 Q4	$738	Hold	41	–	–	﹤0.01%	950
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	829
2022 Q2	$1K	Hold	41	–	–	﹤0.01%	830
2022 Q1	$1K	Hold	41	–	–	﹤0.01%	857
2021 Q4	$1K	Hold	41	–	–	﹤0.01%	897
2021 Q3	$1K	Hold	41	–	–	﹤0.01%	872
2021 Q2	$1K	Hold	41	–	–	﹤0.01%	886
2021 Q1	$1K	Hold	41	–	–	﹤0.01%	884
2020 Q4	$1K	Hold	41	–	–	﹤0.01%	810
2020 Q3	$0	Hold	41	–	–	﹤0.01%	969
2020 Q2	$0	Buy	+41	New	+$368	﹤0.01%	691

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carolinas Wealth Consulting's IVZ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Invesco (IVZ) in Q2 2025, closing a stake of 51 shares — an estimated $774 sold.

Carolinas Wealth Consulting first reported a position in IVZ in Q2 2020 and held it in 20 quarters. The position peaked at $1K in Q3 2022. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 51 Invesco shares in Q2 2025, an estimated $774.
Carolinas Wealth Consulting first reported a position in Invesco in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Invesco position peaked at $1K in Q3 2022.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.