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IberiaBank’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

IberiaBank’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$223K Hold
8,079
– – 0.03% 195
2020
Q1 		$212K Hold
8,079
– – 0.03% 201
2019
Q4 		$276K Hold
8,079
– – 0.03% 202
2019
Q3 		$276K Buy
+8,079
New +$274K 0.03% 198

Other funds holding IDLV

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IberiaBank's IDLV Position: Q2 2020 in Review

IberiaBank held its Invesco S&P International Developed Low Volatility ETF (IDLV) position steady in Q2 2020 at 8,079 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #195.

IberiaBank first reported a position in IDLV in Q3 2019 and has held it in 4 quarters since. The position peaked at $276K in Q4 2019. 109 funds tracked by Wall St. Rank hold IDLV as of Q2 2020.

  • IberiaBank held 8,079 shares of Invesco S&P International Developed Low Volatility ETF worth $223K as of Q2 2020.
  • IberiaBank left its Invesco S&P International Developed Low Volatility ETF share count unchanged in Q2 2020.
  • Invesco S&P International Developed Low Volatility ETF made up 0.03% of IberiaBank's portfolio in Q2 2020, its #195 holding.
  • IberiaBank first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2019 and has held it in 4 quarters since.
  • IberiaBank's Invesco S&P International Developed Low Volatility ETF position peaked at $276K in Q4 2019.
  • 109 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.