CA
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Claro Advisors’s Invesco IVZ Stock Holding History

Claro Advisors’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
-12,300
Closed -$215K – 533
2024
Q4 		$215K Sell
12,300
-3,836
-24% -$68.3K 0.03% 453
2024
Q3 		$283K Buy
+16,136
New +$265K 0.04% 396
2021
Q1 		– Sell
-4,487
Closed -$1.41M – 224
2020
Q4 		$1.41M Buy
+4,487
New +$69K 0.75% 32
2019
Q1 		– Sell
-64
Closed -$1K – 556
2018
Q4 		$1K Buy
+64
New +$1.28K ﹤0.01% 1019

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
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