MWA
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Meridian Wealth Advisors’s Invesco IVZ Stock Holding History

Meridian Wealth Advisors’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
2025
Q1 		– Sell
-10,798
Closed -$189K – 174
2024
Q4 		$189K Hold
10,798
– – 0.03% 172
2024
Q3 		$190K Hold
10,798
– – 0.03% 173
2024
Q2 		$162K Hold
10,798
– – 0.03% 171
2024
Q1 		$179K Hold
10,798
– – 0.03% 172
2023
Q4 		$193K Hold
10,798
– – 0.04% 172
2023
Q3 		$157K Hold
10,798
– – 0.04% 173
2023
Q2 		$182K Hold
10,798
– – 0.04% 178
2023
Q1 		$177K Hold
10,798
– – 0.04% 183
2022
Q4 		$194K Hold
10,798
– – 0.05% 186
2022
Q3 		$148K Hold
10,798
– – 0.04% 181
2022
Q2 		$174K Hold
10,798
– – 0.05% 190
2022
Q1 		$249K Sell
10,798
-5,077
-32% -$113K 0.06% 186
2021
Q4 		$365K Hold
15,875
– – 0.09% 145
2021
Q3 		$383K Hold
15,875
– – 0.11% 134
2021
Q2 		$424K Hold
15,875
– – 0.12% 130
2021
Q1 		$400K Hold
15,875
– – 0.13% 123
2020
Q4 		$277K Hold
15,875
– – 0.1% 146
2020
Q3 		$181K Hold
15,875
– – 0.08% 156
2020
Q2 		$171K Hold
15,875
– – 0.08% 158
2020
Q1 		$144K Hold
15,875
– – 0.08% 136
2019
Q4 		$285K Hold
15,875
– – 0.11% 128
2019
Q3 		$269K Buy
+15,875
New +$280K 0.12% 128

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return