HWA
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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

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Advisors's IVZ Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Invesco (IVZ) in Q1 2025, closing a stake of 29 shares — an estimated $507 sold.

Heritage Wealth Advisors first reported a position in IVZ in Q4 2020 and held it in 11 quarters. The position peaked at $6.55K in Q2 2021. 517 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 29 Invesco shares in Q1 2025, an estimated $507.
  • Heritage Wealth Advisors first reported a position in Invesco in Q4 2020 and held it in 11 quarters.
  • Heritage Wealth Advisors's Invesco position peaked at $6.55K in Q2 2021.
  • 517 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.