RCAG
IVZ icon

Rehmann Capital Advisory Group’s Invesco IVZ Stock Holding History

Rehmann Capital Advisory Group’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
2019
Q3 		$18.4K Sell
1,088
-589
-35% -$10.4K ﹤0.01% 893
2019
Q2 		$34.3K Buy
1,677
+339
+25% +$7.04K ﹤0.01% 969
2019
Q1 		$25.8K Buy
1,338
+669
+100% +$12.5K ﹤0.01% 1044
2018
Q4 		$11.2K Sell
669
-542
-45% -$10.8K ﹤0.01% 1014
2018
Q3 		$27.7K Buy
1,211
+42
+4% +$1.05K ﹤0.01% 1014
2018
Q2 		$31K Buy
1,169
+273
+30% +$7.85K ﹤0.01% 947
2018
Q1 		$29K Buy
+896
New +$30.9K ﹤0.01% 953

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return