RCA
IVZ icon

Ranch Capital Advisors’s Invesco IVZ Stock Holding History

Ranch Capital Advisors’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
2021
Q4 		– Sell
-509
Closed -$12K – 353
2021
Q3 		$12K Buy
509
+3
+0.6% +$75 0.01% 447
2021
Q2 		$13K Buy
506
+3
+0.6% +$82 0.01% 593
2021
Q1 		$12K Sell
503
-397
-44% -$8.9K 0.01% 591
2020
Q4 		$15K Buy
900
+500
+125% +$7.69K 0.01% 539
2020
Q3 		$4K Sell
400
-164
-29% -$1.74K ﹤0.01% 734
2020
Q2 		$6K Sell
564
-250
-31% -$2.24K ﹤0.01% 728
2020
Q1 		$7K Hold
814
– – 0.01% 659
2019
Q4 		$15K Buy
+814
New +$13.9K 0.01% 575

Other funds holding IVZ

TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return