Savant Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Sell |
45,325
-104,911
| -70% | -$1.65M | ﹤0.01% | 935 |
|
|
2025
Q1 | $2.28M | Buy |
150,236
+10,714
| +8% | +$163K | 0.02% | 478 |
|
|
2024
Q4 | $2.44M | Buy |
139,522
+5,323
| +4% | +$93K | 0.02% | 391 |
|
|
2024
Q3 | $2.36M | Buy |
134,199
+63,607
| +90% | +$1.12M | 0.02% | 385 |
|
|
2024
Q2 | $1.06M | Sell |
70,592
-7,785
| -10% | -$116K | 0.01% | 566 |
|
|
2024
Q1 | $1.3M | Buy |
78,377
+49,127
| +168% | +$815K | 0.01% | 472 |
|
|
2023
Q4 | $522K | Buy |
29,250
+8,451
| +41% | +$151K | 0.01% | 555 |
|
|
2023
Q3 | $302K | Buy |
20,799
+498
| +2% | +$7.23K | ﹤0.01% | 648 |
|
|
2023
Q2 | $341K | Sell |
20,301
-7,438
| -27% | -$125K | 0.01% | 617 |
|
|
2023
Q1 | $455K | Buy |
27,739
+1,831
| +7% | +$30K | 0.01% | 478 |
|
|
2022
Q4 | $466K | Buy |
25,908
+6,790
| +36% | +$122K | 0.01% | 369 |
|
|
2022
Q3 | $262K | Buy |
19,118
+1,929
| +11% | +$26.4K | 0.01% | 452 |
|
|
2022
Q2 | $277K | Buy |
17,189
+532
| +3% | +$8.57K | 0.01% | 446 |
|
|
2022
Q1 | $384K | Buy |
16,657
+1,652
| +11% | +$38.1K | 0.01% | 401 |
|
|
2021
Q4 | $345K | Buy |
15,005
+755
| +5% | +$17.4K | 0.01% | 425 |
|
|
2021
Q3 | $344K | Buy |
14,250
+1,170
| +9% | +$28.2K | 0.01% | 390 |
|
|
2021
Q2 | $350K | Buy |
13,080
+188
| +1% | +$5.03K | 0.01% | 378 |
|
|
2021
Q1 | $325K | Buy |
12,892
+230
| +2% | +$5.8K | 0.02% | 357 |
|
|
2020
Q4 | $221K | Buy |
12,662
+412
| +3% | +$7.19K | 0.01% | 405 |
|
|
2020
Q3 | $140K | Sell |
12,250
-92
| -0.7% | -$1.05K | 0.01% | 390 |
|
|
2020
Q2 | $133K | Buy |
+12,342
| New | +$133K | 0.01% | 387 |
|