MC
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Moors & Cabot’s Invesco IVZ Stock Holding History

Moors & Cabot’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
Q2 		– Sell
-10,234
Closed -$155K – 923
2025
Q1 		$155K Sell
10,234
-270
-3% -$4.61K 0.01% 818
2024
Q4 		$184K Sell
10,504
-1,604
-13% -$28.6K 0.01% 820
2024
Q3 		$213K Buy
12,108
+432
+4% +$7.09K 0.01% 771
2024
Q2 		$175K Sell
11,676
-1,362
-10% -$20.9K 0.01% 782
2024
Q1 		$216K Buy
13,038
+160
+1% +$2.58K 0.01% 791
2023
Q4 		$230K Buy
+12,878
New +$186K 0.01% 708
2023
Q1 		– Sell
-11,034
Closed -$199K – 909
2022
Q4 		$199K Sell
11,034
-2,750
-20% -$47K 0.01% 745
2022
Q3 		$189K Buy
13,784
+3,004
+28% +$50.7K 0.01% 714
2022
Q2 		$174K Buy
10,780
+1,510
+16% +$28.6K 0.01% 715
2022
Q1 		$214K Buy
+9,270
New +$206K 0.01% 750

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
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return