Hemington Wealth Management’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Buy
638
+108
+20% +$1.69K ﹤0.01% 859
2025
Q1
$8K Buy
530
+171
+48% +$2.58K ﹤0.01% 888
2024
Q4
$6K Buy
359
+104
+41% +$1.74K ﹤0.01% 952
2024
Q3
$4K Buy
+255
New +$4K ﹤0.01% 1008