Janiczek Wealth Management’s Invesco IVZ Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$2.53K	Hold	169	–	–	﹤0.01%	828
2024 Q1	$2.8K	Hold	169	–	–	﹤0.01%	831
2023 Q4	$3.02K	Hold	169	–	–	﹤0.01%	809
2023 Q3	$2.45K	Hold	169	–	–	﹤0.01%	810
2023 Q2	$2.84K	Sell	169 -86	-34%	-$1.38K	﹤0.01%	728
2023 Q1	$4.31K	Hold	255	–	–	﹤0.01%	680
2022 Q4	$4.99K	Hold	255	–	–	﹤0.01%	652
2022 Q3	$4K	Sell	255 -93	-27%	-$1.57K	﹤0.01%	688
2022 Q2	$6K	Sell	348 -325	-48%	-$6.15K	﹤0.01%	639
2022 Q1	$16K	Hold	673	–	–	﹤0.01%	494
2021 Q4	$15K	Sell	673 -631	-48%	-$15.4K	﹤0.01%	521
2021 Q3	$31K	Sell	1,304 -31	-2%	-$775	0.01%	375
2021 Q2	$36K	Buy	1,335 +562	+73%	+$15.3K	0.01%	313
2021 Q1	$19K	Buy	773 +100	+15%	+$2.24K	0.01%	409
2020 Q4	$12K	Buy	673 +278	+70%	+$4.28K	0.01%	437
2020 Q3	$5K	Buy	+395	New	+$4.18K	﹤0.01%	340

Other funds holding IVZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Janiczek Wealth Management's IVZ Position: Q2 2024 in Review

Janiczek Wealth Management held its Invesco (IVZ) position steady in Q2 2024 at 169 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Janiczek Wealth Management first reported a position in IVZ in Q3 2020 and has held it in 16 quarters since. The position peaked at $36K in Q2 2021. 474 funds tracked by Wall St. Rank hold IVZ as of Q2 2024.

Janiczek Wealth Management held 169 shares of Invesco worth $2.53K as of Q2 2024.
Janiczek Wealth Management left its Invesco share count unchanged in Q2 2024.
Invesco made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #828 holding.
Janiczek Wealth Management first reported a position in Invesco in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Invesco position peaked at $36K in Q2 2021.
474 funds tracked by Wall St. Rank held Invesco as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.