EWA
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EP Wealth Advisors’s Invesco IVZ Stock Holding History

EP Wealth Advisors’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$189K Sell
11,990
-487
-4% -$7.68K ﹤0.01% 1268
2025
Q1 		$189K Buy
12,477
+792
+7% +$12K ﹤0.01% 1147
2024
Q4 		$204K Buy
11,685
+1,107
+10% +$19.4K ﹤0.01% 1070
2024
Q3 		$186K Buy
+10,578
New +$186K ﹤0.01% 1063