IRON Financial’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,578
| Closed | -$202K | – | 128 |
|
|
2024
Q4 | $202K | Buy |
11,578
+340
| +3% | +$5.94K | 0.11% | 100 |
|
|
2024
Q3 | $197K | Sell |
11,238
-1,003
| -8% | -$17.6K | 0.11% | 105 |
|
|
2024
Q2 | $183K | Buy |
12,241
+125
| +1% | +$1.87K | 0.1% | 98 |
|
|
2024
Q1 | $201K | Buy |
12,116
+1,013
| +9% | +$16.8K | 0.11% | 94 |
|
|
2023
Q4 | $198K | Sell |
11,103
-545
| -5% | -$9.72K | 0.11% | 96 |
|
|
2023
Q3 | $169K | Buy |
11,648
+391
| +3% | +$5.68K | 0.1% | 95 |
|
|
2023
Q2 | $189K | Sell |
11,257
-191
| -2% | -$3.21K | 0.1% | 97 |
|
|
2023
Q1 | $188K | Buy |
+11,448
| New | +$188K | 0.1% | 94 |
|