Dimensional Fund Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $489M | Buy |
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|
2025
Q2 | $331M | Buy |
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|
2025
Q1 | $300M | Sell |
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|
2024
Q4 | $351M | Buy |
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|
2024
Q3 | $348M | Buy |
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|
2024
Q2 | $271M | Buy |
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|
2024
Q1 | $244M | Buy |
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|
2023
Q4 | $246M | Buy |
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|
2023
Q3 | $163M | Buy |
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|
2023
Q2 | $161M | Buy |
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|
2023
Q1 | $154M | Buy |
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|
2022
Q4 | $163K | Buy |
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|
2022
Q3 | $117M | Sell |
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|
2022
Q2 | $144M | Sell |
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|
2022
Q1 | $206M | Buy |
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|
2021
Q4 | $204M | Sell |
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|
2021
Q3 | $217M | Sell |
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|
2021
Q2 | $243M | Sell |
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|
2021
Q1 | $244M | Sell |
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|
2020
Q4 | $177M | Buy |
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|
2020
Q3 | $115M | Buy |
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|
2020
Q2 | $102M | Buy |
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|
2020
Q1 | $79M | Buy |
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|
2019
Q4 | $138M | Buy |
|
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|
2019
Q3 | $127M | Buy |
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|
2019
Q2 | $134M | Sell |
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|
2019
Q1 | $128M | Buy |
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|
2018
Q4 | $84.5M | Buy |
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|
2018
Q3 | $81M | Buy |
|
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|
2018
Q2 | $91.8M | Buy |
|
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|
2018
Q1 | $107M | Buy |
|
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|
2017
Q4 | $103M | Buy |
|
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|
2017
Q3 | $97.6M | Buy |
|
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|
2017
Q2 | $97.8M | Buy |
|
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|
2017
Q1 | $83.5M | Buy |
|
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|
2016
Q4 | $63.7M | Sell |
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|
2016
Q3 | $69.4M | Buy |
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|
2016
Q2 | $54.7M | Buy |
|
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|
2016
Q1 | $62M | Buy |
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|
2015
Q4 | $60.4M | Buy |
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|
2015
Q3 | $46.7M | Buy |
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|
2015
Q2 | $52M | Buy |
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|
2015
Q1 | $49.5M | Buy |
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|
2014
Q4 | $49.1M | Sell |
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|
2014
Q3 | $52.3M | Sell |
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|
2014
Q2 | $50.8M | Sell |
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|
2014
Q1 | $58.7M | Buy |
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|
2013
Q4 | $57.7M | Buy |
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|
2013
Q3 | $50.3M | Buy |
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|
2013
Q2 | $48M | Buy |
|