MV Capital Management’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$875 Buy
36
+1
+3% +$26 ﹤0.01% 886
2025
Q4
$920 Hold
35
﹤0.01% 833
2025
Q3
$803 Hold
35
﹤0.01% 814
2025
Q2
$552 Sell
35
-41
-54% -$589 ﹤0.01% 839
2025
Q1
$1.15K Sell
76
-18
-19% -$307 ﹤0.01% 745
2024
Q4
$1.64K Hold
94
﹤0.01% 708
2024
Q3
$1.65K Buy
94
+23
+32% +$378 ﹤0.01% 709
2024
Q2
$1.06K Buy
71
+5
+8% +$77 ﹤0.01% 689
2024
Q1
$1.09K Hold
66
﹤0.01% 684
2023
Q4
$1.18K Sell
66
-567
-90% -$8.18K ﹤0.01% 662
2023
Q3
$9.19K Sell
633
-42
-6% -$676 ﹤0.01% 516
2023
Q2
$11.3K Buy
675
+33
+5% +$531 ﹤0.01% 485
2023
Q1
$10.5K Sell
642
-5
-0.8% -$89 ﹤0.01% 501
2022
Q4
$11.6K Buy
647
+594
+1,121% +$10.2K ﹤0.01% 434
2022
Q3
$1K Sell
53
-195
-79% -$3.29K ﹤0.01% 656
2022
Q2
$4K Buy
248
+165
+199% +$3.12K ﹤0.01% 581
2022
Q1
$2K Buy
83
+12
+17% +$266 ﹤0.01% 652
2021
Q4
$2K Sell
71
-56
-44% -$1.36K ﹤0.01% 657
2021
Q3
$3K Buy
127
+86
+210% +$2.15K ﹤0.01% 641
2021
Q2
$1K Buy
+41
New +$1.12K ﹤0.01% 663

Other funds holding IVZ