Neo Ivy Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94K | Buy |
+5,963
| New | +$94K | 0.03% | 294 |
|
|
2023
Q4 | – | Sell |
-73,444
| Closed | -$1.07M | – | 371 |
|
|
2023
Q3 | $1.07M | Buy |
+73,444
| New | +$1.07M | 0.47% | 76 |
|
|
2022
Q4 | – | Sell |
-14,944
| Closed | -$205K | – | 440 |
|
|
2022
Q3 | $205K | Buy |
+14,944
| New | +$205K | 0.54% | 60 |
|
|
2022
Q2 | – | Sell |
-17,820
| Closed | -$410K | – | 507 |
|
|
2022
Q1 | $410K | Buy |
17,820
+17,807
| +136,977% | +$410K | 0.37% | 92 |
|
|
2021
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 529 |
|
|
2021
Q3 | – | Sell |
-6,870
| Closed | -$184K | – | 553 |
|
|
2021
Q2 | $184K | Buy |
+6,870
| New | +$184K | 0.19% | 193 |
|
|
2021
Q1 | – | Sell |
-4,253
| Closed | -$74K | – | 553 |
|
|
2020
Q4 | $74K | Buy |
+4,253
| New | +$74K | 0.08% | 280 |
|
|
2020
Q2 | – | Sell |
-25,578
| Closed | -$232K | – | 524 |
|
|
2020
Q1 | $232K | Buy |
+25,578
| New | +$232K | 0.38% | 86 |
|
|
2019
Q1 | – | Sell |
-11,348
| Closed | -$190K | – | 339 |
|
|
2018
Q4 | $190K | Buy |
+11,348
| New | +$190K | 0.15% | 223 |
|