CP
IVZ icon

Castleview Partners’s Invesco IVZ Stock Holding History

Castleview Partners’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
Q1 		– Sell
-1,123
Closed -$19.8K – 373
2024
Q4 		$19.8K Hold
1,123
– – 0.01% 472
2024
Q3 		$19.7K Hold
1,123
– – 0.01% 448
2024
Q2 		$16.8K Hold
1,123
– – 0.01% 456
2024
Q1 		$18.6K Hold
1,123
– – 0.01% 476
2023
Q4 		$20K Hold
1,123
– – 0.01% 438
2023
Q3 		$16.3K Hold
1,123
– – 0.02% 379
2023
Q2 		$18.9K Hold
1,123
– – 0.02% 362
2023
Q1 		$18.4K Hold
1,123
– – 0.02% 355
2022
Q4 		$20.2K Buy
+1,123
New +$19.2K 0.02% 300

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TFM
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return