New York Life 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 | $947K | Buy |
60,067
+951
| +2% | +$15K | 0.01% | 655 |
|
|
2025
Q1 | $897K | Buy |
59,116
+154
| +0.3% | +$2.34K | 0.01% | 666 |
|
|
2024
Q4 | $1.03M | Buy |
58,962
+374
| +0.6% | +$6.54K | 0.01% | 648 |
|
|
2024
Q3 | $1.03M | Sell |
58,588
-1,938
| -3% | -$34K | 0.01% | 694 |
|
|
2024
Q2 | $905K | Buy |
60,526
+381
| +0.6% | +$5.7K | 0.01% | 706 |
|
|
2024
Q1 | $998K | Sell |
60,145
-2,320
| -4% | -$38.5K | 0.01% | 673 |
|
|
2023
Q4 | $1.11M | Sell |
62,465
-349
| -0.6% | -$6.23K | 0.01% | 636 |
|
|
2023
Q3 | $912K | Sell |
62,814
-903
| -1% | -$13.1K | 0.01% | 643 |
|
|
2023
Q2 | $1.07M | Buy |
63,717
+529
| +0.8% | +$8.89K | 0.01% | 589 |
|
|
2023
Q1 | $1.04M | Buy |
63,188
+162
| +0.3% | +$2.66K | 0.01% | 602 |
|
|
2022
Q4 | $1.13M | Buy |
63,026
+65
| +0.1% | +$1.17K | 0.01% | 612 |
|
|
2022
Q3 | $862K | Buy |
62,961
+16,495
| +35% | +$226K | 0.01% | 632 |
|
|
2022
Q2 | $749K | Buy |
+46,466
| New | +$749K | 0.01% | 647 |
|