Hoertkorn Richard Charles’s Invesco IVZ Stock Holding History

Hoertkorn Richard Charles’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	-7,000	Closed	-$106K	–	80
2025 Q1	$106K	Hold	7,000	–	–	0.05%	48
2024 Q4	$122K	Sell	7,000 -667	-9%	-$11.9K	0.05%	47
2024 Q3	$135K	Sell	7,667 -666	-8%	-$10.9K	0.06%	47
2024 Q2	$125K	Sell	8,333 -1,667	-17%	-$25.6K	0.05%	49
2024 Q1	$166K	Hold	10,000	–	–	0.07%	43
2023 Q4	$178K	Hold	10,000	–	–	0.08%	45
2023 Q3	$145K	Hold	10,000	–	–	0.07%	46
2023 Q2	$168K	Hold	10,000	–	–	0.08%	45
2023 Q1	$164K	Hold	10,000	–	–	0.08%	46
2022 Q4	$180K	Buy	+10,000	New	+$171K	0.1%	44

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hoertkorn Richard Charles's IVZ Position: Q2 2025 in Review

Hoertkorn Richard Charles sold out of Invesco (IVZ) in Q2 2025, closing a stake of 7,000 shares — an estimated $106K sold.

Hoertkorn Richard Charles first reported a position in IVZ in Q4 2022 and held it in 10 quarters. The position peaked at $180K in Q4 2022. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

Hoertkorn Richard Charles reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
Hoertkorn Richard Charles sold 7,000 Invesco shares in Q2 2025, an estimated $106K.
Hoertkorn Richard Charles first reported a position in Invesco in Q4 2022 and held it in 10 quarters.
Hoertkorn Richard Charles's Invesco position peaked at $180K in Q4 2022.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2025, filed 7 Jul 2025.