NEOS Investment 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 | $628K | Buy |
39,853
+7,393
| +23% | +$117K | 0.01% | 520 |
|
|
2025
Q1 | $492K | Buy |
32,460
+6,254
| +24% | +$94.9K | 0.01% | 516 |
|
|
2024
Q4 | $458K | Buy |
26,206
+6,221
| +31% | +$109K | 0.01% | 517 |
|
|
2024
Q3 | $351K | Buy |
19,985
+4,060
| +25% | +$71.3K | 0.01% | 528 |
|
|
2024
Q2 | $238K | Buy |
15,925
+4,980
| +46% | +$74.5K | 0.01% | 545 |
|
|
2024
Q1 | $182K | Buy |
+10,945
| New | +$182K | 0.01% | 556 |
|