MHS
IVZ icon

M Holdings Securities’s Invesco IVZ Stock Holding History

M Holdings Securities’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
2020
Q1 		– Sell
-13,020
Closed -$234K – 240
2019
Q4 		$234K Buy
+13,020
New +$222K 0.07% 153
2019
Q3 		– Sell
-10,380
Closed -$212K – 167
2019
Q2 		$212K Hold
10,380
– – 0.07% 156
2019
Q1 		$200K Sell
10,380
-200
-2% -$3.74K 0.05% 346
2018
Q4 		$177K Sell
10,580
-470
-4% -$9.41K 0.05% 310
2018
Q3 		$253K Buy
+11,050
New +$276K 0.07% 298

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return