Mercer Global Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
110,641
+28,727
| +35% | +$453K | ﹤0.01% | 915 |
|
|
2025
Q1 | $1.24M | Buy |
81,914
+5,635
| +7% | +$85.5K | ﹤0.01% | 1027 |
|
|
2024
Q4 | $1.33M | Buy |
76,279
+9,946
| +15% | +$174K | ﹤0.01% | 969 |
|
|
2024
Q3 | $1.14M | Buy |
66,333
+4,235
| +7% | +$73.1K | ﹤0.01% | 967 |
|
|
2024
Q2 | $965K | Buy |
62,098
+1,937
| +3% | +$30.1K | ﹤0.01% | 975 |
|
|
2024
Q1 | $998K | Sell |
60,161
-26,646
| -31% | -$442K | ﹤0.01% | 966 |
|
|
2023
Q4 | $1.55M | Buy |
86,807
+14,122
| +19% | +$252K | ﹤0.01% | 813 |
|
|
2023
Q3 | $1.06M | Buy |
72,685
+25,580
| +54% | +$371K | ﹤0.01% | 923 |
|
|
2023
Q2 | $792K | Buy |
47,105
+7,035
| +18% | +$118K | ﹤0.01% | 1037 |
|
|
2023
Q1 | $657K | Sell |
40,070
-5,667
| -12% | -$92.9K | ﹤0.01% | 1070 |
|
|
2022
Q4 | $823K | Buy |
45,737
+7,759
| +20% | +$140K | ﹤0.01% | 997 |
|
|
2022
Q3 | $520K | Sell |
37,978
-16
| -0% | -$219 | ﹤0.01% | 1121 |
|
|
2022
Q2 | $613K | Buy |
37,994
+1,677
| +5% | +$27.1K | ﹤0.01% | 1049 |
|
|
2022
Q1 | $837K | Buy |
36,317
+1,271
| +4% | +$29.3K | ﹤0.01% | 970 |
|
|
2021
Q4 | $807K | Sell |
35,046
-294
| -0.8% | -$6.77K | 0.01% | 985 |
|
|
2021
Q3 | $852K | Sell |
35,340
-4,072
| -10% | -$98.2K | 0.01% | 935 |
|
|
2021
Q2 | $1.05M | Buy |
39,412
+1,345
| +4% | +$35.9K | 0.01% | 810 |
|
|
2021
Q1 | $960K | Sell |
38,067
-1,641
| -4% | -$41.4K | 0.01% | 800 |
|
|
2020
Q4 | $692K | Sell |
39,708
-19,849
| -33% | -$346K | 0.01% | 744 |
|
|
2020
Q3 | $680K | Buy |
+59,557
| New | +$680K | 0.01% | 677 |
|
|
2020
Q2 | – | Sell |
-13,989
| Closed | -$127K | – | 1098 |
|
|
2020
Q1 | $127K | Sell |
13,989
-40,832
| -74% | -$371K | ﹤0.01% | 991 |
|
|
2019
Q4 | $986K | Sell |
54,821
-4,022
| -7% | -$72.3K | 0.02% | 531 |
|
|
2019
Q3 | $996K | Sell |
58,843
-7,994
| -12% | -$135K | 0.02% | 486 |
|
|
2019
Q2 | $1.37M | Buy |
66,837
+21,421
| +47% | +$438K | 0.04% | 379 |
|
|
2019
Q1 | $877K | Buy |
+45,416
| New | +$877K | 0.03% | 454 |
|