IWM
IVZ icon

IHT Wealth Management’s Invesco IVZ Stock Holding History

IHT Wealth Management’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
2021
Q2 		– Sell
-38,728
Closed -$977K – 962
2021
Q1 		$977K Buy
+38,728
New +$868K 0.07% 274
2019
Q3 		– Sell
-1,936
Closed -$362K – 625
2019
Q2 		$362K Buy
+1,936
New +$40.2K 0.05% 358
2018
Q2 		– Sell
-1,599
Closed -$49K – 896
2018
Q1 		$49K Buy
1,599
+5
+0.3% +$172 0.01% 687
2017
Q4 		$59K Buy
1,594
+375
+31% +$13.6K 0.02% 648
2017
Q3 		$44K Buy
1,219
+5
+0.4% +$171 0.02% 554
2017
Q2 		$649 Sell
1,214
-837
-41% -$27.3K 0.31% 81
2017
Q1 		$62K Buy
2,051
+960
+88% +$30K 0.04% 377
2016
Q4 		$34K Buy
+1,091
New +$33.6K 0.03% 480

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return