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International Private Wealth Advisors’s Invesco IVZ Stock Holding History

International Private Wealth Advisors’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
2025
Q2 		– Sell
-17,665
Closed -$268K – 172
2025
Q1 		$268K Buy
17,665
+1,472
+9% +$25.1K 0.26% 116
2024
Q4 		$283K Buy
16,193
+118
+0.7% +$2.1K 0.28% 100
2024
Q3 		$282K Sell
16,075
-876
-5% -$14.4K 0.41% 79
2024
Q2 		$254K Buy
16,951
+260
+2% +$4K 0.43% 92
2024
Q1 		$277K Buy
+16,691
New +$269K 0.53% 73

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

International Private Wealth Advisors's IVZ Position: Q2 2025 in Review

International Private Wealth Advisors sold out of Invesco (IVZ) in Q2 2025, closing a stake of 17,665 shares — an estimated $268K sold.

International Private Wealth Advisors first reported a position in IVZ in Q1 2024 and held it in 5 quarters. The position peaked at $283K in Q4 2024. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • International Private Wealth Advisors reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • International Private Wealth Advisors sold 17,665 Invesco shares in Q2 2025, an estimated $268K.
  • International Private Wealth Advisors first reported a position in Invesco in Q1 2024 and held it in 5 quarters.
  • International Private Wealth Advisors's Invesco position peaked at $283K in Q4 2024.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on International Private Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.