Heritage Wealth Advisors’s Invesco IVZ Stock Holding History

Heritage Wealth Advisors’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	-29	Closed	-$507	–	616
2024 Q4	$507	Buy	29 +5	+21%	+$89	﹤0.01%	597
2024 Q3	$421	Buy	+24	New	+$394	﹤0.01%	597
2023 Q1	–	Sell	-245	Closed	-$4.41K	–	582
2022 Q4	$4.41K	Hold	245	–	–	﹤0.01%	482
2022 Q3	$3.36K	Hold	245	–	–	﹤0.01%	463
2022 Q2	$4K	Hold	245	–	–	﹤0.01%	501
2022 Q1	$6K	Hold	245	–	–	﹤0.01%	468
2021 Q4	$6K	Hold	245	–	–	﹤0.01%	474
2021 Q3	$5.91K	Hold	245	–	–	﹤0.01%	465
2021 Q2	$6.55K	Hold	245	–	–	﹤0.01%	466
2021 Q1	$6.18K	Hold	245	–	–	﹤0.01%	483
2020 Q4	$4K	Buy	+245	New	+$3.77K	﹤0.01%	498

Other funds holding IVZ

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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