ODG
IVZ icon

O'Dell Group’s Invesco IVZ Stock Holding History

O'Dell Group’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
2024
Q1 		– Sell
-696
Closed -$12.4K – 286
2023
Q4 		$12.4K Buy
+696
New +$10K ﹤0.01% 329
2023
Q3 		– Sell
-679
Closed -$11.4K – 273
2023
Q2 		$11.4K Buy
+679
New +$10.9K ﹤0.01% 333
2022
Q4 		– Sell
-656
Closed -$9K – 239
2022
Q3 		$9K Sell
656
-638
-49% -$10.8K ﹤0.01% 295
2022
Q2 		$21K Buy
1,294
+13
+1% +$246 0.01% 222
2022
Q1 		$30K Buy
1,281
+11
+0.9% +$244 0.01% 223
2021
Q4 		$29K Buy
1,270
+9
+0.7% +$219 0.01% 206
2021
Q3 		$30K Buy
+1,261
New +$31.5K 0.01% 205

Other funds holding IVZ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return