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IVZ icon

Inspire Investing’s Invesco IVZ Stock Holding History

Inspire Investing’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
2020
Q3 		– Sell
-11,890
Closed -$128K – 502
2020
Q2 		$128K Sell
11,890
-33,923
-74% -$304K 0.04% 478
2020
Q1 		$416K Buy
45,813
+11,154
+32% +$170K 0.17% 122
2019
Q4 		$623K Buy
34,659
+8,789
+34% +$150K 0.22% 134
2019
Q3 		$438K Sell
25,870
-6,460
-20% -$114K 0.17% 192
2019
Q2 		$661K Sell
32,330
-846
-3% -$17.6K 0.28% 85
2019
Q1 		$641K Buy
33,176
+8,858
+36% +$166K 0.3% 79
2018
Q4 		$407K Buy
24,318
+5,348
+28% +$107K 0.27% 84
2018
Q3 		$434K Buy
18,970
+5,157
+37% +$129K 0.27% 83
2018
Q2 		$367K Buy
13,813
+2,320
+20% +$66.7K 0.26% 89
2018
Q1 		$368K Buy
11,493
+6,625
+136% +$228K 0.37% 23
2017
Q4 		$178K Buy
+4,868
New +$176K 0.15% 137

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return