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IVZ icon

Olympiad Research’s Invesco IVZ Stock Holding History

Olympiad Research’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
2025
Q3 		– Sell
-12,892
Closed -$203K – 254
2025
Q2 		$203K Sell
12,892
-5,028
-28% -$72.2K 0.33% 136
2025
Q1 		$272K Buy
17,920
+4,360
+32% +$74.4K 0.32% 101
2024
Q4 		$237K Buy
+13,560
New +$242K 0.25% 152
2024
Q3 		– Sell
-22,856
Closed -$342K – 412
2024
Q2 		$342K Buy
22,856
+3,836
+20% +$59K 0.25% 134
2024
Q1 		$316K Buy
+19,020
New +$307K 0.21% 184
2020
Q2 		– Sell
-23,339
Closed -$212K – 346
2020
Q1 		$212K Buy
+23,339
New +$355K 0.21% 187

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return