Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Invesco IVZ Stock Holding History

Kovitz Investment Group Partners’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 		$177K Sell
11,233
-388
-3% -$6.12K ﹤0.01% 1285
2025
Q1 		$176K Sell
11,621
-4,037
-26% -$61.2K ﹤0.01% 1175
2024
Q4 		$274K Buy
15,658
+447
+3% +$7.81K ﹤0.01% 1060
2024
Q3 		$33.4K Buy
+15,211
New +$33.4K ﹤0.01% 1010