MYIA
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Mount Yale Investment Advisors’s Invesco IVZ Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-788
Closed -$12.4K – 1139
2025
Q2 		$12.4K Buy
+788
New +$11.3K ﹤0.01% 1112
2018
Q4 		– Sell
-285,425
Closed -$6.16M – 534
2018
Q3 		$6.16M Buy
285,425
+16,625
+6% +$415K 1.08% 24
2018
Q2 		$7.14M Buy
268,800
+253,312
+1,636% +$7.29M 1.35% 15
2018
Q1 		$496K Buy
+15,488
New +$534K 0.11% 172

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
Millennium Management
Millennium Management New York $134B AUM 35.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return