Envestnet Asset Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $223K | Buy |
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|
2024
Q2 | $182K | Sell |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $923K | Sell |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $2.71M | Buy |
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|
2022
Q4 | $2.59M | Sell |
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|
2022
Q3 | $2.17M | Sell |
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|
2022
Q2 | $2.58M | Sell |
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|
2022
Q1 | $4.5M | Sell |
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|
2021
Q4 | $4.8M | Buy |
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|
2021
Q3 | $4.57M | Buy |
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|
2021
Q2 | $3.6M | Buy |
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|
2021
Q1 | $2.81M | Buy |
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|
2020
Q4 | $1.46M | Sell |
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|
2020
Q3 | $3.58M | Buy |
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|
2020
Q2 | $3.28M | Sell |
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|
2020
Q1 | $7.55M | Sell |
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|
2019
Q4 | $15.9M | Buy |
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|
2019
Q3 | $13.4M | Sell |
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|
2019
Q2 | $16.8M | Buy |
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|
2019
Q1 | $8.4M | Sell |
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|
2018
Q4 | $7.68M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.89M | Buy |
|
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|
2018
Q1 | $4.1M | Sell |
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|
2017
Q4 | $4.76M | Buy |
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|
2017
Q3 | $1.48M | Sell |
|
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|
2017
Q2 | $4.76M | Sell |
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|
2017
Q1 | $4.41M | Sell |
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|
2016
Q4 | $4.59M | Buy |
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|
2016
Q3 | $2.21M | Sell |
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|
2016
Q2 | $2.79M | Buy |
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|
2016
Q1 | $3.17M | Sell |
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|
2015
Q4 | $3.58M | Buy |
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|
2015
Q3 | $3.1M | Sell |
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|
2015
Q2 | $3.94M | Buy |
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|
2015
Q1 | $4.11M | Buy |
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|
2014
Q4 | $706K | Sell |
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|
2014
Q3 | $733K | Buy |
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|
2014
Q2 | $521K | Buy |
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|
2014
Q1 | $463K | Buy |
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|
2013
Q4 | $445K | Buy |
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|
2013
Q3 | $301K | Buy |
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|
2013
Q2 | $49K | Buy |
|