Integrated Wealth Concepts’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
22,284
-14,816
| -40% | -$234K | ﹤0.01% | 1476 |
|
|
2025
Q1 | $563K | Buy |
+37,100
| New | +$563K | 0.01% | 1091 |
|
|
2021
Q1 | – | Sell |
-53,435
| Closed | -$931K | – | 748 |
|
|
2020
Q4 | $931K | Sell |
53,435
-615
| -1% | -$10.7K | 0.04% | 267 |
|
|
2020
Q3 | $617K | Buy |
+54,050
| New | +$617K | 0.04% | 299 |
|