Independent Financial Group’s Invesco IVZ Stock Holding History

Independent Financial Group’s Portfolio IVZ Stock Details IVZ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$288K	Hold
2025 Q4	$311K	Sell
2025 Q3	$358K	Sell
2025 Q2	$472K	Buy
2025 Q1	$283K	Buy
2021 Q4	–	Sell
2021 Q3	$502K	Buy
2021 Q2	$529K	Buy
2021 Q1	$462K	Buy
2020 Q2	–	Sell
2020 Q1	$341K	Buy