Merit Financial Group’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
19,113
-33,369
-64% -$526K ﹤0.01% 1335
2025
Q1
$796K Buy
52,482
+15,201
+41% +$231K 0.01% 741
2024
Q4
$652K Buy
+37,281
New +$652K 0.01% 629