Impact Partnership Wealth’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$651K Sell
2025
Q2
$476K Buy
2025
Q1
$248K Buy
2024
Q2
Sell
2024
Q1
$362K Buy
2023
Q4
$336K Buy
2023
Q3
$194K Sell
2023
Q2
$923K Buy