Northwestern Mutual Wealth 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 | $1.2M | Buy |
76,391
+2,451
| +3% | +$38.7K | ﹤0.01% | 1112 |
|
|
2025
Q1 | $1.12M | Buy |
73,940
+1,194
| +2% | +$18.1K | ﹤0.01% | 1078 |
|
|
2024
Q4 | $1.27M | Buy |
72,746
+1,802
| +3% | +$31.5K | ﹤0.01% | 991 |
|
|
2024
Q3 | $1.25M | Buy |
70,944
+4,063
| +6% | +$71.3K | ﹤0.01% | 988 |
|
|
2024
Q2 | $1M | Buy |
66,881
+946
| +1% | +$14.2K | ﹤0.01% | 1018 |
|
|
2024
Q1 | $1.09M | Sell |
65,935
-1,747
| -3% | -$29K | ﹤0.01% | 980 |
|
|
2023
Q4 | $1.21M | Buy |
67,682
+7,904
| +13% | +$141K | ﹤0.01% | 912 |
|
|
2023
Q3 | $868K | Buy |
59,778
+4,405
| +8% | +$64K | ﹤0.01% | 992 |
|
|
2023
Q2 | $931K | Buy |
55,373
+6,147
| +12% | +$103K | ﹤0.01% | 959 |
|
|
2023
Q1 | $807K | Sell |
49,226
-5,426
| -10% | -$89K | ﹤0.01% | 965 |
|
|
2022
Q4 | $983K | Sell |
54,652
-870
| -2% | -$15.7K | ﹤0.01% | 879 |
|
|
2022
Q3 | $761K | Buy |
55,522
+3,251
| +6% | +$44.6K | ﹤0.01% | 910 |
|
|
2022
Q2 | $843K | Buy |
52,271
+2,805
| +6% | +$45.2K | ﹤0.01% | 872 |
|
|
2022
Q1 | $1.14M | Buy |
49,466
+9,755
| +25% | +$225K | ﹤0.01% | 804 |
|
|
2021
Q4 | $913K | Sell |
39,711
-1,251
| -3% | -$28.8K | ﹤0.01% | 858 |
|
|
2021
Q3 | $987K | Buy |
40,962
+1,568
| +4% | +$37.8K | ﹤0.01% | 770 |
|
|
2021
Q2 | $1.05M | Sell |
39,394
-395
| -1% | -$10.6K | ﹤0.01% | 750 |
|
|
2021
Q1 | $1M | Sell |
39,789
-26,567
| -40% | -$670K | ﹤0.01% | 702 |
|
|
2020
Q4 | $1.16M | Sell |
66,356
-32,901
| -33% | -$574K | ﹤0.01% | 607 |
|
|
2020
Q3 | $1.13M | Buy |
99,257
+171
| +0.2% | +$1.95K | ﹤0.01% | 555 |
|
|
2020
Q2 | $1.07M | Buy |
99,086
+11,594
| +13% | +$125K | ﹤0.01% | 519 |
|
|
2020
Q1 | $795K | Buy |
87,492
+21,878
| +33% | +$199K | ﹤0.01% | 523 |
|
|
2019
Q4 | $1.18M | Buy |
65,614
+46,471
| +243% | +$836K | ﹤0.01% | 483 |
|
|
2019
Q3 | $324K | Sell |
19,143
-1,245
| -6% | -$21.1K | ﹤0.01% | 744 |
|
|
2019
Q2 | $417K | Buy |
20,388
+2,635
| +15% | +$53.9K | ﹤0.01% | 684 |
|
|
2019
Q1 | $343K | Buy |
17,753
+3,858
| +28% | +$74.5K | ﹤0.01% | 708 |
|
|
2018
Q4 | $233K | Sell |
13,895
-901
| -6% | -$15.1K | ﹤0.01% | 750 |
|
|
2018
Q3 | $339K | Buy |
14,796
+951
| +7% | +$21.8K | ﹤0.01% | 661 |
|
|
2018
Q2 | $368K | Buy |
13,845
+6,155
| +80% | +$164K | ﹤0.01% | 606 |
|
|
2018
Q1 | $247K | Buy |
7,690
+154
| +2% | +$4.95K | ﹤0.01% | 685 |
|
|
2017
Q4 | $275K | Buy |
7,536
+364
| +5% | +$13.3K | ﹤0.01% | 635 |
|
|
2017
Q3 | $251K | Sell |
7,172
-418
| -6% | -$14.6K | ﹤0.01% | 630 |
|
|
2017
Q2 | $267K | Buy |
7,590
+1,363
| +22% | +$47.9K | ﹤0.01% | 615 |
|
|
2017
Q1 | $190K | Sell |
6,227
-1,135
| -15% | -$34.6K | ﹤0.01% | 661 |
|
|
2016
Q4 | $224K | Buy |
+7,362
| New | +$224K | ﹤0.01% | 622 |
|
|
2016
Q3 | – | Sell |
-3,166
| Closed | -$80K | – | 857 |
|
|
2016
Q2 | $80K | Buy |
3,166
+70
| +2% | +$1.77K | ﹤0.01% | 794 |
|
|
2016
Q1 | $95K | Buy |
3,096
+1,032
| +50% | +$31.7K | ﹤0.01% | 715 |
|
|
2015
Q4 | $69K | Buy |
2,064
+464
| +29% | +$15.5K | ﹤0.01% | 709 |
|
|
2015
Q3 | $50K | Sell |
1,600
-459
| -22% | -$14.3K | ﹤0.01% | 709 |
|
|
2015
Q2 | $77K | Sell |
2,059
-184
| -8% | -$6.88K | ﹤0.01% | 591 |
|
|
2015
Q1 | $89K | Buy |
2,243
+144
| +7% | +$5.71K | ﹤0.01% | 557 |
|
|
2014
Q4 | $83K | Sell |
2,099
-402
| -16% | -$15.9K | ﹤0.01% | 556 |
|
|
2014
Q3 | $99K | Buy |
2,501
+102
| +4% | +$4.04K | ﹤0.01% | 496 |
|
|
2014
Q2 | $90K | Sell |
2,399
-38
| -2% | -$1.43K | ﹤0.01% | 504 |
|
|
2014
Q1 | $90K | Buy |
2,437
+285
| +13% | +$10.5K | ﹤0.01% | 511 |
|
|
2013
Q4 | $78K | Buy |
2,152
+1,366
| +174% | +$49.5K | ﹤0.01% | 530 |
|
|
2013
Q3 | $25K | Buy |
786
+350
| +80% | +$11.1K | ﹤0.01% | 698 |
|
|
2013
Q2 | $14K | Buy |
+436
| New | +$14K | ﹤0.01% | 789 |
|