IAA
Independent Advisor Alliance’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
16,177
+4,962
| +44% | +$78.3K | 0.01% | 767 |
|
|
2025
Q1 | $170K | Buy |
+11,215
| New | +$170K | 0.01% | 772 |
|
|
2021
Q4 | – | Sell |
-17,451
| Closed | -$421K | – | 696 |
|
|
2021
Q3 | $421K | Sell |
17,451
-10,558
| -38% | -$255K | 0.02% | 412 |
|
|
2021
Q2 | $749K | Sell |
28,009
-222,450
| -89% | -$5.95M | 0.04% | 315 |
|
|
2021
Q1 | $6.32M | Buy |
+250,459
| New | +$6.32M | 0.37% | 72 |
|