KWM
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Kiker Wealth Management’s Invesco IVZ Stock Holding History

Kiker Wealth Management’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-78,693
Closed -$1.19M – 713
2025
Q1 		$1.19M Sell
78,693
-1,944
-2% -$29.5K 0.81% 31
2024
Q4 		$1.41M Buy
+80,637
New +$1.41M 1.14% 22