CA
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Clearstead Advisors’s Invesco IVZ Stock Holding History

Clearstead 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
2026
Q1 		$4.81K Sell
198
-1,657
-89% -$43.3K ﹤0.01% 1746
2025
Q4 		$48.7K Sell
1,855
-533
-22% -$13K ﹤0.01% 1417
2025
Q3 		$54.8K Buy
2,388
+914
+62% +$19K ﹤0.01% 1255
2025
Q2 		$23.2K Sell
1,474
-1,266
-46% -$18.2K ﹤0.01% 1565
2025
Q1 		$41.6K Buy
+2,740
New +$46.8K ﹤0.01% 1215
2024
Q4 		– Sell
-10
Closed -$176 – 2141
2024
Q3 		$176 Buy
+10
New +$164 ﹤0.01% 1989
2021
Q2 		– Sell
-17
Closed – – 1282
2021
Q1 		$0 Buy
+17
New +$381 ﹤0.01% 1148

Other funds holding IVZ

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return