Nisa Investment Advisors’s Invesco IVZ Stock Holding History

Nisa 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
2026 Q1	$1.38M	Buy	56,823 +1,663	+3%	+$43.5K	0.01%	700
2025 Q4	$1.45M	Buy	55,160 +301	+0.5%	+$7.35K	﹤0.01%	721
2025 Q3	$1.26M	Sell	54,859 -2,858	-5%	-$59.3K	﹤0.01%	779
2025 Q2	$910K	Sell	57,717 -141,438	-71%	-$2.03M	﹤0.01%	835
2025 Q1	$3.02M	Buy	199,155 +40,665	+26%	+$694K	0.02%	534
2024 Q4	$2.77M	Sell	158,490 -371	-0.2%	-$6.61K	0.01%	587
2024 Q3	$2.79M	Buy	158,861 +5	+0%	+$82	0.02%	575
2024 Q2	$2.38M	Sell	158,856 -30	-0%	-$461	0.01%	638
2024 Q1	$2.64M	Buy	158,886 +86	+0.1%	+$1.39K	0.02%	619
2023 Q4	$2.83M	Sell	158,800 -7,990	-5%	-$115K	0.02%	550
2023 Q3	$2.42M	Buy	166,790 +9,800	+6%	+$158K	0.02%	612
2023 Q2	$2.64M	Sell	156,990 -14,488	-8%	-$233K	0.02%	595
2023 Q1	$2.81M	Buy	171,478 +7,417	+5%	+$132K	0.02%	570
2022 Q4	$2.95M	Buy	164,061 +5,561	+4%	+$95.1K	0.02%	602
2022 Q3	$2.17M	Buy	158,500 +310	+0.2%	+$5.23K	0.02%	603
2022 Q2	$2.55M	Hold	158,190	–	–	0.02%	567
2022 Q1	$3.65M	Hold	158,190	–	–	0.03%	499
2021 Q4	$3.58M	Sell	158,190 -13,460	-8%	-$328K	0.03%	486
2021 Q3	$4.14K	Sell	171,650 -48,820	-22%	-$1.22M	0.03%	496
2021 Q2	$5.89K	Buy	220,470 +36,320	+20%	+$990K	0.04%	399
2021 Q1	$4.64K	Sell	184,150 -1,270,987	-87%	-$28.5M	0.03%	470
2020 Q4	$25.4M	Buy	1,455,137 +1,385,651	+1,994%	+$21.3M	0.16%	138
2020 Q3	$793K	Buy	69,486 +30,000	+76%	+$318K	0.01%	888
2020 Q2	$425K	Buy	39,486 +5,560	+16%	+$49.9K	﹤0.01%	1073
2020 Q1	$308K	Sell	33,926 -16,020	-32%	-$244K	﹤0.01%	1075
2019 Q4	$898K	Sell	49,946 -48,475	-49%	-$827K	0.01%	910
2019 Q3	$1.67M	Sell	98,421 -32,760	-25%	-$578K	0.01%	703
2019 Q2	$2.68M	Sell	131,181 -945	-0.7%	-$19.6K	0.03%	538
2019 Q1	$2.55M	Sell	132,126 -2,800	-2%	-$52.4K	0.02%	550
2018 Q4	$2.26M	Sell	134,926 -18,985	-12%	-$380K	0.03%	544
2018 Q3	$3.52M	Sell	153,911 -195	-0.1%	-$4.87K	0.03%	467
2018 Q2	$4.09M	Sell	154,106 -36,195	-19%	-$1.04M	0.04%	408
2018 Q1	$6.11M	Buy	190,301 +1,680	+0.9%	+$57.9K	0.06%	286
2017 Q4	$6.89M	Sell	188,621 -1,305	-0.7%	-$47.2K	0.07%	271
2017 Q3	$6.66M	Sell	189,926 -7,950	-4%	-$272K	0.07%	266
2017 Q2	$6.87M	Buy	197,876 +9,000	+5%	+$293K	0.08%	250
2017 Q1	$5.79M	Buy	188,876 +29,900	+19%	+$935K	0.07%	294
2016 Q4	$4.82M	Buy	158,976 +16,335	+11%	+$502K	0.06%	327
2016 Q3	$4.46M	Buy	142,641 +5,765	+4%	+$169K	0.06%	339
2016 Q2	$3.5M	Sell	136,876 -20,350	-13%	-$604K	0.05%	385
2016 Q1	$4.84M	Buy	157,226 +20,600	+15%	+$594K	0.07%	305
2015 Q4	$4.57M	Sell	136,626 -2,950	-2%	-$96.6K	0.07%	298
2015 Q3	$4.38M	Sell	139,576 -4,900	-3%	-$174K	0.07%	305
2015 Q2	$5.42M	Sell	144,476 -2,100	-1%	-$84.1K	0.08%	268
2015 Q1	$5.82M	Sell	146,576 -50	-0%	-$1.95K	0.08%	250
2014 Q4	$5.79M	Sell	146,626 -4,600	-3%	-$181K	0.08%	246
2014 Q3	$5.97M	Hold	151,226	–	–	0.08%	236
2014 Q2	$5.71M	Buy	151,226 +170	+0.1%	+$6.15K	0.08%	245
2014 Q1	$5.59M	Sell	151,056 -7,200	-5%	-$249K	0.08%	245
2013 Q4	$5.76M	Buy	158,256 +5,900	+4%	+$200K	0.08%	234
2013 Q3	$4.86M	Hold	152,356	–	–	0.07%	252
2013 Q2	$4.84M	Buy	+152,356	New	+$4.87M	0.08%	236