Jump Financial’s Invesco IVZ Stock Holding History

Jump Financial’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
2026 Q1	$4.8M	Buy	+197,601	New	+$5.17M	0.07%	371
2025 Q3	–	Sell	-230,222	Closed	-$3.63M	–	1994
2025 Q2	$3.63M	Sell	230,222 -996	-0.4%	-$14.3K	0.04%	521
2025 Q1	$3.51M	Buy	231,218 +53,608	+30%	+$915K	0.05%	419
2024 Q4	$3.1M	Sell	177,610 -216,104	-55%	-$3.85M	0.07%	386
2024 Q3	$6.91M	Buy	393,714 +116,169	+42%	+$1.91M	0.14%	155
2024 Q2	$4.15M	Sell	277,545 -17,582	-6%	-$270K	0.08%	289
2024 Q1	$4.9M	Buy	295,127 +253,542	+610%	+$4.09M	0.13%	141
2023 Q4	$742K	Sell	41,585 -188,640	-82%	-$2.72M	0.02%	860
2023 Q3	$3.34M	Buy	230,225 +174,624	+314%	+$2.81M	0.12%	205
2023 Q2	$935K	Buy	55,601 +2,705	+5%	+$43.5K	0.03%	712
2023 Q1	$867K	Buy	+52,896	New	+$944K	0.04%	655
2022 Q1	–	Sell	-12,627	Closed	-$291K	–	1715
2021 Q4	$291K	Buy	12,627 +1,127	+10%	+$27.4K	0.02%	908
2021 Q3	$278K	Buy	+11,500	New	+$288K	0.02%	697

Other funds holding IVZ

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return