SS
IVZ icon

Simplicity Solutions’s Invesco IVZ Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-56,813
Closed -$990K – 745
2020
Q4 		$990K Buy
+56,813
New +$874K 0.01% 544
2020
Q2 		– Sell
-19,883
Closed -$181K – 906
2020
Q1 		$181K Buy
19,883
+1,206
+6% +$18.3K 0.01% 687
2019
Q4 		$336K Buy
18,677
+6,679
+56% +$114K 0.01% 640
2019
Q3 		$203K Sell
11,998
-25,284
-68% -$446K 0.01% 682
2019
Q2 		$763K Buy
+37,282
New +$774K 0.03% 305
2018
Q4 		– Sell
-38,203
Closed -$874K – 707
2018
Q3 		$874K Sell
38,203
-20,292
-35% -$507K 0.05% 182
2018
Q2 		$1.55M Buy
58,495
+15,327
+36% +$441K 0.11% 107
2018
Q1 		$1.38M Sell
43,168
-362
-0.8% -$12.5K 0.12% 104
2017
Q4 		$1.59M Buy
43,530
+29,264
+205% +$1.06M 0.15% 89
2017
Q3 		$500K Sell
14,266
-26,932
-65% -$920K 0.34% 72
2017
Q2 		$1.45M Sell
41,198
-1
-0% -$33 0.17% 103
2017
Q1 		$1.26M Buy
41,199
+2,077
+5% +$64.9K 0.19% 109
2016
Q4 		$1.19M Buy
39,122
+25,964
+197% +$798K 0.27% 79
2016
Q3 		$411K Sell
13,158
-11,647
-47% -$342K 0.2% 130
2016
Q2 		$634K Buy
24,805
+2,929
+13% +$86.9K 0.34% 89
2016
Q1 		$673K Buy
21,876
+5,578
+34% +$161K 0.41% 75
2015
Q4 		$546K Buy
+16,298
New +$534K 0.06% 428

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return