EWM
IVZ icon

EPG Wealth Management’s Invesco IVZ Stock Holding History

EPG Wealth Management’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
2025
Q2 		– Sell
-18,127
Closed -$275K – 382
2025
Q1 		$275K Buy
18,127
+422
+2% +$7.2K 0.08% 200
2024
Q4 		$309K Sell
17,705
-346
-2% -$6.16K 0.08% 193
2024
Q3 		$317K Buy
+18,051
New +$296K 0.08% 199
2024
Q2 		– Sell
-18,528
Closed -$285K – 218
2024
Q1 		$307K Buy
18,528
+884
+5% +$14.3K 0.08% 216
2023
Q4 		$269K Buy
17,644
+660
+4% +$9.52K 0.07% 212
2023
Q3 		$247K Buy
16,984
+1,662
+11% +$26.8K 0.07% 213
2023
Q2 		$258K Buy
15,322
+1,611
+12% +$25.9K 0.08% 207
2023
Q1 		$225K Buy
+13,711
New +$245K 0.07% 218
2022
Q4 		– Sell
-12,920
Closed -$177K – 388
2022
Q3 		$177K Buy
+12,920
New +$218K 0.07% 208

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return