Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RTC
Riverview Trust Company’s
Invesco
IVZ
Stock Holding History
Riverview Trust Company’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
Q4
–
Sell
-852
Closed
-$12.4K
–
363
2023
Q3
$12.4K
Hold
852
–
–
0.01%
628
2023
Q2
$14.3K
Hold
852
–
–
0.01%
556
2023
Q1
$14K
Hold
852
–
–
0.01%
537
2022
Q4
$15K
Buy
+852
New
+$14.6K
0.01%
429
2022
Q3
–
Sell
-2,999
Closed
-$48K
–
801
2022
Q2
$48K
Buy
+2,999
New
+$56.7K
0.04%
215
2019
Q2
–
Sell
-93
Closed
-$2K
–
334
2019
Q1
$2K
Buy
+93
New
+$1.74K
﹤0.01%
390
Other funds holding IVZ
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close