Hexagon Capital Partners’s Invesco IVZ Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-1,056	Closed	-$16K	–	898
2025 Q1	$16K	Buy	1,056 +132	+14%	+$2.25K	﹤0.01%	821
2024 Q4	$16.2K	Buy	924 +102	+12%	+$1.82K	﹤0.01%	865
2024 Q3	$14.4K	Buy	822 +629	+326%	+$10.3K	﹤0.01%	817
2024 Q2	$2.89K	Hold	193	–	–	﹤0.01%	1101
2024 Q1	$3.2K	Hold	193	–	–	﹤0.01%	1070
2023 Q4	$3.44K	Sell	193 -242	-56%	-$3.49K	﹤0.01%	1045
2023 Q3	$6.32K	Sell	435 -43	-9%	-$692	﹤0.01%	857
2023 Q2	$8.04K	Sell	478 -16	-3%	-$258	﹤0.01%	794
2023 Q1	$8.1K	Sell	494 -518	-51%	-$9.24K	﹤0.01%	784
2022 Q4	$18.2K	Buy	1,012 +179	+21%	+$3.06K	0.01%	570
2022 Q3	$11K	Buy	+833	New	+$14K	﹤0.01%	751

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

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return