LFG
IVZ icon

Larson Financial Group’s Invesco IVZ Stock Holding History

Larson Financial Group’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 		$63.2K Buy
2,601
+1,055
+68% +$27.6K ﹤0.01% 1230
2025
Q4 		$40.6K Buy
1,546
+80
+5% +$1.95K ﹤0.01% 1341
2025
Q3 		$33.6K Buy
1,466
+558
+61% +$11.6K ﹤0.01% 1355
2025
Q2 		$14.3K Buy
908
+464
+105% +$6.66K ﹤0.01% 1645
2025
Q1 		$6.74K Buy
444
+441
+14,700% +$7.53K ﹤0.01% 1788
2024
Q4 		$52 Hold
3
– – ﹤0.01% 2697
2024
Q3 		$53 Buy
+3
New +$49 ﹤0.01% 2631

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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