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IVZ icon

MOTCO’s Invesco IVZ Stock Holding History

MOTCO’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
-125
Closed -$1.9K – 658
2025
Q1 		$1.9K Buy
+125
New +$2.13K ﹤0.01% 512
2021
Q1 		– Sell
-15
Closed – – 688
2020
Q4 		$0 Hold
15
– – ﹤0.01% 835
2020
Q3 		$0 Hold
15
– – ﹤0.01% 733
2020
Q2 		$0 Hold
15
– – ﹤0.01% 704
2020
Q1 		$0 Buy
+15
New +$228 ﹤0.01% 704
2015
Q1 		– Sell
-79
Closed -$3K – 591
2014
Q4 		$3K Buy
+79
New +$3.11K ﹤0.01% 583

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