PCM
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Philosophy Capital Management’s Invesco IVZ Stock Holding History

Philosophy Capital Management’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
Q1 		– Sell
-6,150
Closed -$314M – 46
2024
Q4 		$314M Buy
+6,150
New +$110K 19.07% 2

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Northern Trust
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