IFP Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $173K | Buy |
7,119
+3,847
| +118% | +$101K | ﹤0.01% | 1476 |
|
|
2025
Q4 | $86K | Buy |
3,272
+1,262
| +63% | +$30.8K | ﹤0.01% | 1888 |
|
|
2025
Q3 | $46.1K | Sell |
2,010
-117
| -6% | -$2.43K | ﹤0.01% | 2113 |
|
|
2025
Q2 | $33.5K | Buy |
2,127
+761
| +56% | +$10.9K | ﹤0.01% | 2263 |
|
|
2025
Q1 | $20.7K | Buy |
1,366
+104
| +8% | +$1.77K | ﹤0.01% | 2273 |
|
|
2024
Q4 | $22.1K | Buy |
1,262
+718
| +132% | +$12.8K | ﹤0.01% | 2202 |
|
|
2024
Q3 | $9.55K | Buy |
544
+189
| +53% | +$3.1K | ﹤0.01% | 2447 |
|
|
2024
Q2 | $5.31K | Buy |
355
+45
| +15% | +$692 | ﹤0.01% | 2537 |
|
|
2024
Q1 | $5.14K | Buy |
310
+12
| +4% | +$194 | ﹤0.01% | 2447 |
|
|
2023
Q4 | $5.31K | Buy |
298
+115
| +63% | +$1.66K | ﹤0.01% | 2404 |
|
|
2023
Q3 | $2.65K | Sell |
183
-9,833
| -98% | -$158K | ﹤0.01% | 2747 |
|
|
2023
Q2 | $168K | Sell |
10,016
-347
| -3% | -$5.58K | 0.01% | 1109 |
|
|
2023
Q1 | $287K | Sell |
10,363
-5,678
| -35% | -$101K | 0.01% | 798 |
|
|
2022
Q4 | $447K | Sell |
16,041
-3,660
| -19% | -$62.6K | 0.01% | 944 |
|
|
2022
Q3 | $548K | Buy |
19,701
+2,567
| +15% | +$43.3K | 0.01% | 884 |
|
|
2022
Q2 | $477K | Hold |
17,134
| – | – | 0.02% | 874 |
|
|
2022
Q1 | $477K | Buy |
17,134
+7,100
| +71% | +$157K | 0.02% | 874 |
|
|
2021
Q4 | $232K | Sell |
10,034
-1,003
| -9% | -$24.4K | ﹤0.01% | 884 |
|
|
2021
Q3 | $267K | Sell |
11,037
-2,105
| -16% | -$52.6K | 0.01% | 819 |
|
|
2021
Q2 | $351K | Sell |
13,142
-151,976
| -92% | -$4.14M | 0.01% | 668 |
|
|
2021
Q1 | $4.16M | Buy |
165,118
+162,475
| +6,147% | +$3.64M | 0.08% | 117 |
|
|
2020
Q4 | $44K | Sell |
2,643
-234
| -8% | -$3.6K | ﹤0.01% | 1485 |
|
|
2020
Q3 | $31K | Buy |
2,877
+59
| +2% | +$625 | ﹤0.01% | 1460 |
|
|
2020
Q2 | $28K | Sell |
2,818
-1,104
| -28% | -$9.9K | ﹤0.01% | 1450 |
|
|
2020
Q1 | $37K | Sell |
3,922
-3,940
| -50% | -$59.9K | ﹤0.01% | 1250 |
|
|
2019
Q4 | $139K | Buy |
7,862
+443
| +6% | +$7.56K | 0.01% | 779 |
|
|
2019
Q3 | $128K | Buy |
+7,419
| New | +$131K | 0.01% | 935 |
|
|
2019
Q1 | $17K | Sell |
902
-6,304
| -87% | -$118K | ﹤0.01% | 1411 |
|
|
2018
Q4 | $119K | Buy |
7,206
+126
| +2% | +$2.52K | 0.01% | 1101 |
|
|
2018
Q3 | $162K | Buy |
7,080
+1,438
| +25% | +$35.9K | 0.01% | 1194 |
|
|
2018
Q2 | $150K | Sell |
5,642
-12,972
| -70% | -$373K | 0.01% | 1241 |
|
|
2018
Q1 | $680K | Hold |
18,614
| – | – | 0.03% | 514 |
|
|
2017
Q4 | $680K | Sell |
18,614
-1,769
| -9% | -$64K | 0.03% | 514 |
|
|
2017
Q3 | $714K | Buy |
20,383
+2,418
| +13% | +$82.6K | 0.03% | 553 |
|
|
2017
Q2 | $632K | Buy |
17,965
+14,015
| +355% | +$457K | 0.03% | 582 |
|
|
2017
Q1 | $121K | Buy |
3,950
+221
| +6% | +$6.91K | 0.01% | 1389 |
|
|
2016
Q4 | $113K | Buy |
3,729
+235
| +7% | +$7.23K | 0.01% | 1381 |
|
|
2016
Q3 | $109K | Buy |
3,494
+839
| +32% | +$24.7K | 0.01% | 1311 |
|
|
2016
Q2 | $68K | Buy |
2,655
+1,753
| +194% | +$52K | ﹤0.01% | 1573 |
|
|
2016
Q1 | $17K | Sell |
902
-270
| -23% | -$7.79K | ﹤0.01% | 1411 |
|
|
2015
Q4 | $39K | Buy |
+1,172
| New | +$38.4K | ﹤0.01% | 1761 |
|
Other funds holding IVZ
MMLI
VCM
VPM
