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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

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Castleview Partners's IVZ Position: Q1 2025 in Review

Castleview Partners sold out of Invesco (IVZ) in Q1 2025, closing a stake of 1,123 shares — an estimated $19.8K sold.

Castleview Partners first reported a position in IVZ in Q4 2022 and held it in 9 quarters. The position peaked at $20.2K in Q4 2022. 517 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

  • Castleview Partners reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,123 Invesco shares in Q1 2025, an estimated $19.8K.
  • Castleview Partners first reported a position in Invesco in Q4 2022 and held it in 9 quarters.
  • Castleview Partners's Invesco position peaked at $20.2K in Q4 2022.
  • 517 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.