Mizuho Securities USA’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $488K | Sell |
30,938
-4,933
| -14% | -$77.8K | 0.01% | 638 |
|
2025
Q1 | $544K | Sell |
35,871
-6,726
| -16% | -$102K | 0.01% | 600 |
|
2024
Q4 | $745K | Buy |
42,597
+13,417
| +46% | +$235K | 0.01% | 566 |
|
2024
Q3 | $512K | Sell |
29,180
-5,505
| -16% | -$96.7K | 0.01% | 580 |
|
2024
Q2 | $519K | Buy |
+34,685
| New | +$519K | 0.01% | 583 |
|
2015
Q2 | – | Sell |
-56,700
| Closed | -$2.25M | – | 169 |
|
2015
Q1 | $2.25M | Sell |
56,700
-66,300
| -54% | -$2.63M | 0.29% | 61 |
|
2014
Q4 | $4.86M | Buy |
+123,000
| New | +$4.86M | 0.48% | 44 |
|