IEQ Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.47M | Buy |
536,964
+179,810
| +50% | +$2.84M | 0.05% | 287 |
|
|
2025
Q1 | $5.42M | Sell |
357,154
-133,088
| -27% | -$2.02M | 0.04% | 320 |
|
|
2024
Q4 | $8.57M | Buy |
490,242
+423,621
| +636% | +$7.4M | 0.08% | 158 |
|
|
2024
Q3 | $1.17M | Buy |
66,621
+48,145
| +261% | +$845K | 0.01% | 493 |
|
|
2024
Q2 | $276K | Buy |
18,476
+24
| +0.1% | +$359 | ﹤0.01% | 820 |
|
|
2024
Q1 | $306K | Sell |
18,452
-1,609
| -8% | -$26.7K | ﹤0.01% | 767 |
|
|
2023
Q4 | $358K | Sell |
20,061
-3,227
| -14% | -$57.6K | 0.01% | 680 |
|
|
2023
Q3 | $338K | Buy |
23,288
+6,402
| +38% | +$93K | 0.01% | 686 |
|
|
2023
Q2 | $284K | Sell |
16,886
-4,992
| -23% | -$83.9K | 0.01% | 698 |
|
|
2023
Q1 | $359K | Buy |
21,878
+5,782
| +36% | +$94.8K | 0.01% | 672 |
|
|
2022
Q4 | $290K | Buy |
16,096
+317
| +2% | +$5.7K | 0.01% | 642 |
|
|
2022
Q3 | $216K | Buy |
15,779
+5,545
| +54% | +$75.9K | 0.01% | 750 |
|
|
2022
Q2 | $165K | Buy |
10,234
+1,340
| +15% | +$21.6K | 0.01% | 742 |
|
|
2022
Q1 | $205K | Sell |
8,894
-898
| -9% | -$20.7K | ﹤0.01% | 763 |
|
|
2021
Q4 | $225K | Sell |
9,792
-47
| -0.5% | -$1.08K | 0.01% | 669 |
|
|
2021
Q3 | $237K | Buy |
9,839
+1,327
| +16% | +$32K | 0.01% | 626 |
|
|
2021
Q2 | $228K | Buy |
+8,512
| New | +$228K | 0.01% | 544 |
|