HFM
IVZ icon

Harvest Fund Management’s Invesco IVZ Stock Holding History

Harvest Fund 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
Q1 		– Sell
-34,363
Closed -$601K – 756
2024
Q4 		$601K Buy
+34,363
New +$612K 0.03% 303
2023
Q2 		– Sell
-102
Closed -$2K – 720
2023
Q1 		$2K Sell
102
-4,126
-98% -$73.6K ﹤0.01% 707
2022
Q4 		$76K Buy
4,228
+2,285
+118% +$39.1K 0.02% 397
2022
Q3 		$27K Sell
1,943
-4,637
-70% -$78.2K 0.01% 511
2022
Q2 		$106K Hold
6,580
– – 0.03% 284
2022
Q1 		$151K Hold
6,580
– – 0.03% 269
2021
Q4 		$152K Buy
6,580
+3,302
+101% +$80.4K 0.03% 285
2021
Q3 		$78K Hold
3,278
– – 0.02% 323
2021
Q2 		$88K Hold
3,278
– – 0.01% 303
2021
Q1 		$82K Buy
+3,278
New +$73.5K 0.01% 291

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TFM
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State Street
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return