Ford Financial Group’s Invesco IVZ Stock Holding History

Ford Financial Group’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
2023 Q1	–	Sell	-10,404	Closed	-$187K	–	50
2022 Q4	$187K	Buy	10,404 +6	+0.1%	+$103	0.07%	115
2022 Q3	$142K	Buy	10,398 +31	+0.3%	+$523	0.06%	120
2022 Q2	$167K	Buy	10,367 +28	+0.3%	+$530	0.07%	116
2022 Q1	$238K	Buy	10,339 +24	+0.2%	+$532	0.09%	107
2021 Q4	$237	Sell	10,315 -80	-0.8%	-$1.95K	0.05%	93
2021 Q3	$250K	Buy	10,395 +19	+0.2%	+$475	0.1%	83
2021 Q2	$277K	Buy	10,376 +15	+0.1%	+$409	0.1%	81
2021 Q1	$261K	Buy	10,361 +18	+0.2%	+$404	0.11%	80
2020 Q4	$180K	Sell	10,343 -1,976	-16%	-$30.4K	0.08%	94
2020 Q3	$140K	Buy	12,319 +41	+0.3%	+$434	0.08%	87
2020 Q2	$132K	Buy	12,278 +44	+0.4%	+$395	0.07%	90
2020 Q1	$111K	Sell	12,234 -10,326	-46%	-$157K	0.07%	88
2019 Q4	$405K	Buy	22,560 +7,135	+46%	+$122K	0.23%	48
2019 Q3	$261K	Buy	+15,425	New	+$272K	0.17%	65
2018 Q1	–	Sell	-232	Closed	-$8K	–	210
2017 Q4	$8K	Buy	+232	New	+$8.39K	0.01%	261

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return