Clear Investment Research’s Invesco IVZ Stock Holding History

Clear Investment Research’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
2024 Q4	–	Sell	-1,000	Closed	-$17.6K	–	230
2024 Q3	$17.6K	Hold	1,000	–	–	0.02%	146
2024 Q2	$15K	Hold	1,000	–	–	0.02%	143
2024 Q1	$16.6K	Hold	1,000	–	–	0.02%	143
2023 Q4	$17.8K	Hold	1,000	–	–	0.03%	153
2023 Q3	$14.5K	Hold	1,000	–	–	0.03%	120
2023 Q2	$16.8K	Hold	1,000	–	–	0.03%	120
2023 Q1	$16.4K	Hold	1,000	–	–	0.03%	116
2022 Q4	$18K	Hold	1,000	–	–	0.03%	108
2022 Q3	$14K	Buy	+1,000	New	+$16.9K	0.03%	111
2022 Q2	–	Sell	-1,000	Closed	-$23K	–	140
2022 Q1	$23K	Hold	1,000	–	–	0.05%	101
2021 Q4	$23K	Hold	1,000	–	–	0.04%	102
2021 Q3	$24K	Hold	1,000	–	–	0.04%	99
2021 Q2	$25K	Hold	1,000	–	–	0.04%	98
2021 Q1	$25K	Sell	1,000 -200	-17%	-$4.49K	0.05%	87
2020 Q4	$21K	Hold	1,200	–	–	0.04%	88
2020 Q3	$14K	Hold	1,200	–	–	0.03%	87
2020 Q2	$13K	Hold	1,200	–	–	0.03%	88
2020 Q1	$11K	Sell	1,200 -300	-20%	-$4.56K	0.03%	85
2019 Q4	$27K	Buy	+1,500	New	+$25.6K	0.06%	75

Other funds holding IVZ

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return