OPS
IVZ icon

Orion Portfolio Solutions’s Invesco IVZ Stock Holding History

Orion Portfolio Solutions’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
2023
Q2 		– Sell
-172,317
Closed -$2.83M – 1651
2023
Q1 		$2.83M Buy
+172,317
New +$3.07M 0.03% 456
2020
Q3 		– Sell
-2,812
Closed -$30K – 1249
2020
Q2 		$30K Buy
2,812
+688
+32% +$6.17K ﹤0.01% 834
2020
Q1 		$19K Buy
2,124
+1,237
+139% +$18.8K ﹤0.01% 852
2019
Q4 		$16K Buy
+887
New +$15.1K ﹤0.01% 838

Other funds holding IVZ

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return