Purus Wealth Management’s Invesco IVZ Stock Holding History

Purus Wealth 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
2024 Q1	–	Sell	-17,306	Closed	-$309K	–	121
2023 Q4	$309K	Buy	17,306 +230	+1%	+$3.32K	0.18%	91
2023 Q3	$248K	Buy	17,076 +215	+1%	+$3.46K	0.17%	99
2023 Q2	$283K	Buy	16,861 +215	+1%	+$3.46K	0.18%	92
2023 Q1	$273K	Buy	16,646 +175	+1%	+$3.12K	0.22%	92
2022 Q4	$296K	Buy	16,471 +172	+1%	+$2.94K	0.27%	81
2022 Q3	$223K	Buy	16,299 +184	+1%	+$3.1K	0.21%	92
2022 Q2	$260K	Buy	16,115 +158	+1%	+$2.99K	0.23%	85
2022 Q1	$368K	Buy	15,957 +133	+0.8%	+$2.95K	0.25%	77
2021 Q4	$364K	Buy	15,824 +118	+0.8%	+$2.87K	0.23%	77
2021 Q3	$379K	Buy	15,706 +104	+0.7%	+$2.6K	0.26%	65
2021 Q2	$417K	Buy	15,602 +90	+0.6%	+$2.45K	0.3%	59
2021 Q1	$391K	Buy	15,512 +99	+0.6%	+$2.22K	0.33%	57
2020 Q4	$269K	Buy	+15,413	New	+$237K	0.24%	61

Other funds holding IVZ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return